Jon Upham, president of SageView Advisory group, will lead the retirement solutions division at Creative Planning, the firm announced today.
Upham first joined SageView in 1999, when the firm had less than $500 million in assets under advisement (AUA). He would eventually help the firm grow to $250 billion in combined AUA and assets under management (AUM) as of June 30, 2025. As president, Upham led SageView’s advisory business across over 30 offices nationwide, while also taking on a “leading role in mergers and acquisitions, fostering collaborative relationships and negotiations with prospective firms and advisors,” per his bio on SageView’s site.
“Serving as an advisor and President of SageView for more than 25 years has been an honor. I look forward to stepping into this next chapter alongside our talented retirement plan advisors and teams across SageView and Creative Planning. I’m grateful to Peter for his trust, and I’m confident that, together, we’ll drive accelerated growth and shared success,” said Upham in a statement.
“Jon brings unparalleled expertise in shaping institutional retirement businesses. Having started his career as an advisor himself, he offers a unique perspective on the needs of plan sponsors and how best to support and scale a growing retirement business. SageView has an outstanding reputation as a leader in the retirement plan consulting industry, and Jon’s leadership has been instrumental in building that reputation,” added Peter Mallouk, president and CEO of Creative Planning. “Under his leadership, our combined retirement solutions division will be positioned to accelerate growth and serve plan sponsors and participants at the highest level.”
The appointment comes just days after the Overland, Kansas-based registered investment advisor (RIA) firm announced its acquisition of SageView. The combined firm is set to represent $640 billion in client assets, with over 80,000 private wealth clients and 11,800 retirement plans across 50 states and 90 countries worldwide.
That transaction is expected to close in the fourth quarter of 2025.