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James Edmond Clements

Investment adviser representative at Creativeone Securities, LLC
12 yearsExperience
2 statesRegistered in
$2.5BFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Creativeone Securities, LLCApr 2026 to now
  2. Carson GroupJul 2020 to Apr 2026
  3. Cwm, LLCJul 2020 to Apr 2026
  4. Ameritas Investment CorpJun 2017 to Jul 2020
  5. Securities America IncJan 2014 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 2 states (KS, NE).

Creativeone Securities, LLC

$2.5BAssets managed
12,485Clients
124Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2445775
Firm CRD
152974
Advisor's SEC record (opens in a new tab)
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