Jason Stewart Kehler
Investment adviser representative at Creativeone Wealth, LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Creativeone Wealth, LLCJan 2023 to now
- Creativeone Securities, LLCJan 2023 to now
- Ephas LLC, dba Ephas FinancialAug 2016 to now
- Screen Actors GuildApr 2009 to now
- Ae Wealth Management, LLCFeb 2019 to Dec 2022
- Madison Avenue Securities, LLCFeb 2019 to Dec 2022
- Principal Securities, IncMar 2010 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5736120
- Firm CRD
- 281213