Jonathan P English
Investment adviser representative at Creativeone Wealth, LLC
15 yearsExperience
2 statesRegistered in
$6.3BFirm assets
11 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Creativeone Wealth, LLCSep 2025 to now
- Luca FinancialJan 2024 to now
- Luca Wealth ManagementMay 2023 to now
- Foundations Investment AdvisorsJul 2023 to Sep 2025
- Awm Financial Services Inc.Jan 2023 to May 2023
- Portfolio DynamixAug 2022 to Apr 2023
- UnemployedApr 2022 to Aug 2022
- Corda Investment ManagmentDec 2011 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 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
- 4371304
- Firm CRD
- 281213