Brandon A Jew
Investment adviser representative at Creativeone Securities, LLC
11 yearsExperience
1 stateRegistered in
$2.5BFirm assets
13 yearsFirm in business
Are you Brandon A Jew? Claim your profile
Contact this firm
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
11 years in the industry.
- Creativeone Securities, LLCMar 2026 to now
- Sawyer Wealth ManagementMar 2026 to now
- Raymond James & AssociatesMay 2025 to Mar 2026
- UnemployedApr 2025 to May 2025
- Morgan StanleyOct 2022 to Mar 2025
- The Vanguard Group, Inc.Jun 2017 to Oct 2022
- Wells FargoAug 2016 to Apr 2017
- Arizona State UniversityAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6812772
- Firm CRD
- 152974