JONATHAN TYLER UPHAM is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-12-18 | present | Yes |
| SAGEVIEW PRIVATE CLIENT GROUP, LLC | 2016-03-24 | 2025-12-23 | — |
| SAGEVIEW PRIVATE CLIENT GROUP, LLC | 2015-03-09 | 2015-12-31 | — |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2006-10-17 | present | Yes |