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Brigid Jones-Mook
Portfolio Manager-Equities at
Creative Planning LLC
Profile
Currently, Brigid Anne Jones-Mook holds the position of Wealth Manager & Partner at Creative Planning LLC.
She has over 17 years of experience in the financial services industry.
Prior to Creative Planning, she worked as a Portfolio Manager serving high net worth individuals, families, and non-profit foundations.
Brigid also previously worked as a Trust Officer/AVP for a regional bank focusing on trust administration and estate planning.
She received an undergraduate degree from Lindenwood University.
Brigid Jones-Mook active positions
| Companies | Position | Start |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Portfolio Manager-Equities | 01/03/2014 |
Former positions of Brigid Jones-Mook
| Companies | Position | End |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Portfolio Manager-Equities | 31/12/2013 |
First Bankers Trust Co., NA
 First Bankers Trust Co., NA Major BanksFinance Functions as a nationally chartered commercial bank | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
F&M Bank & Trust Co. (Tulsa, Oklahoma)
 F&M Bank & Trust Co. (Tulsa, Oklahoma) Regional BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Training of Brigid Jones-Mook
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
78
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
First Bankers Trust Co., NA
First Bankers Trust Co., NA Major BanksFinance Functions as a nationally chartered commercial bank | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Finance |
F&M Bank & Trust Co. (Tulsa, Oklahoma)
F&M Bank & Trust Co. (Tulsa, Oklahoma) Regional BanksFinance Provides commercial banking services | Finance |
Lindenwood University
 Lindenwood University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
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