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.

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

Nov 26, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

19derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Exams

S63|S65

First exam

Nov 26, 1997

First registration

Mar 9, 2015

Dual registered

no

Other names

JON UPHAM

IAPD individual key

2957743

• Occurred

  Dec 23, 2025
  Advisor changed firm

  Jonathan Tyler Upham left Sageview Private Client Group, Llc for Creative Planning (registered 2025-12-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5c364e30-64b1-ac7b-bb66-7de56a24cf2f

First observed

Mar 9, 2015

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.