Creative Planning Acquires JBJ Invest

INVESTMENT MANAGEMENT DEALS BLOG

February 21, 2022

On February 15, 2022, Creative Planning LLC announced that it had acquired JBJ Invest.

Under the terms of the transaction, Creative Planning LLC (“Creative Planning”) acquired JBJ Invest (“JBJ”). Creative Planning financed the purchase with a combination of cash and stock. Further terms were not disclosed.

Creative Planning, based in Overland Park, Kansas, is a registered investment adviser specializing in family office and estate planning services. Creative Planning has over $100 billion in assets under management.

JBJ, based in Charleston, South Carolina, is a registered investment adviser which specializes in advising dentists and physicians. JBJ has over $735 in assets under management. DeVoe and Company provided financial advice to JBJ on the deal.

To read the press release: please click here.