# JONATHAN TYLER UPHAM

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2025-12-18 | present | Yes |
| [SAGEVIEW PRIVATE CLIENT GROUP, LLC](https://search.stillhousedata.com/firm/134997) | 2016-03-24 | 2025-12-23 | — |
| [SAGEVIEW PRIVATE CLIENT GROUP, LLC](https://search.stillhousedata.com/firm/134997) | 2015-03-09 | 2015-12-31 | — |
| [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | 2006-10-17 | present | Yes |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2957743)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2957743.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.