Jon Leeks

Jon Leeks is a seasoned professional with expertise in investment research, financial analytics, and process improvement. At Concurrent, he plays a key role in driving initiatives that enhance investment reporting, optimize analytics, and deliver cost savings for individuals. His work supports advisors in making data-driven decisions that improve client outcomes. 

Previously, John served as the Director of Investment Analytics at Creative Planning’s Retirement Plan Services, where he enhanced operational efficiencies and data management by leveraging advanced tools and collaborating on proprietary platform development. His ability to combine strategic planning with technological innovation has consistently led to improved investment processes and outcomes. 

John holds an MBA from the University of Missouri - Kansas City. Outside of work, he embraces his role as a proud “girl dad” to three daughters and is a devoted Kansas City Chiefs fan