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RIA / WealthAdvisorCertified Financial Planner15 years in industry

JONATHAN COLBY WINSLOW

Advisor at CREATIVE PLANNING

ALTAMONTE SPRINGS, FL | OVERLAND PARK, KS

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 4, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 6, 2011
First registration: Mar 4, 2011
Dual registered: no
IAPD individual key: 5887786

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Nov 13, 2017	n/a	yes	ALTAMONTE SPRINGS, FL\|OVERLAND PARK, KS	Current employment
WATER OAK ADVISORS, LLC	Former SEC adviser	Apr 6, 2015	Nov 7, 2017	no	WINTER PARK, FL	Previous registration
Onedigital	Institutional manager	Jan 5, 2015	Apr 16, 2015	no	WINTER PARK, FL\|OVERLAND PARK, KS	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Oct 28, 2013	Apr 2, 2015	no	WINTERPARK, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 10, 2011	Apr 1, 2015	no	WINTER PARK, FL	Previous registration
JACKSON WEALTH MANAGEMENT, LLC	Independent wealth	Mar 4, 2011	Apr 1, 2011	no	HEATHROW, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WATER OAK ADVISORS, LLC	CREATIVE PLANNING	Nov 7, 2017	Nov 13, 2017	6	Firm change	Other
Onedigital	WATER OAK ADVISORS, LLC	Apr 16, 2015	Apr 6, 2015	-10	Firm change	Other
INDEPENDENT FINANCIAL PARTNERS	Onedigital	Apr 2, 2015	Jan 5, 2015	-87	Firm change after gap	Other
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Apr 1, 2015	Oct 28, 2013	-520	Firm change after gap	Other
JACKSON WEALTH MANAGEMENT, LLC	LPL FINANCIAL LLC	Apr 1, 2011	Aug 10, 2011	131	Firm change	Other

Relationships

Registered with (6)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Nov 13, 2017 to presentfactForm ADV
→ WATER OAK ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 6, 2015 to Nov 7, 2017factForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Jan 5, 2015 to Apr 16, 2015factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Oct 28, 2013 to Apr 2, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 10, 2011 to Apr 1, 2015factForm ADV
→ JACKSON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 4, 2011 to Apr 1, 2011factForm ADV

Dated events

No dated event names this entity yet.