Jonathan Leeks
About Jonathan Leeks
Jonathan Leeks serves as the Director of Investment Analytics for Retirement at Creative Planning, a position he has held since 2021. He has a background in investment analysis and holds an M.B.A. from the University of Missouri-Kansas City.
Current Role at Creative Planning
Jonathan Leeks serves as the Director of Investment Analytics for Retirement at Creative Planning. He has held this position since 2021 and is based in Overland Park, Kansas. In this role, he is responsible for overseeing investment analytics related to retirement services, ensuring effective strategies and solutions for clients.
Previous Experience at Creative Planning
Prior to his current role, Jonathan worked as an Investment Analyst at Creative Planning from 2019 to 2021. During his two years in this position, he was involved in analyzing investment opportunities and supporting the firm's retirement planning initiatives. His work contributed to the development of investment strategies for clients.
Professional Background
Before joining Creative Planning, Jonathan Leeks worked at Prairie Capital Management, LLC as an Analyst from 2017 to 2019. He also served as a Project Coordinator at Lockton Companies from 2014 to 2017. These roles provided him with a solid foundation in investment analysis and project management within the financial services industry.
Educational Qualifications
Jonathan earned his Master of Business Administration (M.B.A.) from the University of Missouri-Kansas City, completing his studies from 2012 to 2014. He also holds a Bachelor of Science (B.S.) degree in Social Sciences from Kansas State University, which he obtained from 2005 to 2011. His educational background supports his expertise in investment analytics and business management.