Jay Beebe
Portfolio Manager-Equities at Creative Planning LLC
Network origin in Jay Beebe first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
82
| Holding Company | Investment Managers | 82 |
Oklahoma State University
42
| College/University | Other Consumer Services | 42 |
University of Missouri-Kansas City
5
| College/University | Other Consumer Services | 5 |
BCWM LLC
 BCWM LLC Investment ManagersFinance BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jay Beebe via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
Concentra, Inc.
 Concentra, Inc. Medical/Nursing ServicesHealth Services Concentra, Inc. engages in the provision of healthcare solutions. It offers occupational health, physical therapy, health and wellness, physical exams, urgent care, and tests and screening services. The company was founded by Lois E. Silverman and John K. Carlyle in 1979 and is headquartered in Addison, TX. | Medical/Nursing Services | Corporate Officer/Principal | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| University of Missouri | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Central Oklahoma | College/University | Masters Business Admin Masters Business Admin | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| King Fahd University of Petroleum & Minerals | College/University | Masters Business Admin Masters Business Admin | |
Spur Capital Partners LLC
 Spur Capital Partners LLC Investment ManagersFinance Spur Capital Partners LLC (Spur Capital Partners) is a venture capital firm founded in 2001 by Paul Fetsch, Paul Gompers, Joan Conniff Heidorn, and Brad Kelly. The firm is headquartered in Bartlesville, Oklahoma. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
ISN Software Corp.
 ISN Software Corp. Internet Software/ServicesTechnology Services ISN Software Corp. provides online contractor management database services. Its services includes information collection, accuracy verification and results reporting. It is designed to meet internal and governmental record keeping and compliance requirements. The firm is a global resource for connecting hiring clients with safe and reliable contractors. The company was founded in 2001 and is headquartered in Dallas, TX. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
Pinnacle Holdings LLC
 Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Holdings LLC (dba Pinnacle Investment Advisors) is an independent registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by David Poarch and R. Brett Kramer in 1996. Pinnacle Investment Advisors offers bond and equity portfolio management for individuals, foundations, corporations, trusts, pension and profit-sharing plans, and other business entities. It also offers financial analysis on a consulting basis for bank investment portfolios, corporate cash management, municipal debt defeasance, and liability hedging programs. | Investment Managers | Analyst-Equity | |
| Saint Xavier University | College/University | Undergraduate Degree | |
Advice Interactive Group LLC
 Advice Interactive Group LLC Advertising/Marketing ServicesCommercial Services Advice Interactive Group LLC provides internet marketing services. It offers web design and development services, including ecommerce solutions, multimedia, IT consulting, web application development, programming and custom web development, online promotion, search engine marketing, optimization, lead generation, email marketing, software design, content management, logo design and business branding. The company was founded by Bernadette Coleman, Thomas W. Coleman Jr. and Randall Turner in 2006 and is headquartered in McKinney, TX. | Advertising/Marketing Services | Corporate Officer/Principal | |
| Nebraska Wesleyan University | College/University | Undergraduate Degree | |
| University of Redlands | College/University | Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
D Magazine Partners LP
 D Magazine Partners LP Publishing: Books/MagazinesConsumer Services D Magazine Partners LP is a media company that has been the independent voice of the city for four decades. The private company is based in Dallas, TX. The company publishs various magazines such as D CEO, D Home, D Weddings, Medical Guide, and regional chamber publications. The company also has an award-winning website that serves as a daily resource for the best restaurants in the city, recommendations for things to do, local news, and commentary on life in the city. | Publishing: Books/Magazines | Corporate Officer/Principal | |
BlueStone Natural Resources LLC
 BlueStone Natural Resources LLC Oil & Gas ProductionEnergy Minerals BlueStone Natural Resources, Inc. explores oil and natural gas resources. It plans to actively acquire assets in South Texas, East Texas, the Texas panhandle and Western Oklahoma. It utilizing funds from the management team and Natural Gas Partners. The company was founded in February 2006 and is headquartered in Tulsa, OK. | Oil & Gas Production | Comptroller/Controller/Auditor | |
| Wake Forest University | College/University | Graduate Degree | |
BlueStone Natural Resources II LLC
 BlueStone Natural Resources II LLC Integrated OilEnergy Minerals BlueStone Natural Resources II LLC engages in the exploration of oil and natural gas resources. The company was founded on January 30, 2012 and is headquartered in Tulsa, OK. | Integrated Oil | Comptroller/Controller/Auditor | |
| Bentley University | College/University | Undergraduate Degree | |
| Excelsior College (New York) | College/University | Undergraduate Degree |
Statistics
International
| United States | 46 |
| United Kingdom | 2 |
Sectoral
| Consumer Services | 30 |
| Finance | 10 |
| Commercial Services | 4 |
| Energy Minerals | 3 |
| Health Services | 2 |
Operational
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 79 |
| Corporate Officer/Principal | 62 |
| Masters Business Admin | 29 |
| Director/Board Member | 24 |
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