Jacob Anton Kavalar
Investment adviser representative at Creativeone Wealth, LLC
10 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
10 years in the industry.
- Creativeone Wealth, LLCJul 2026 to now
- The Guardian GroupJun 2026 to now
- UnemployedNov 2024 to Jun 2026
- Toll BrothersFeb 2024 to Nov 2024
- Challenger HomesJun 2022 to Feb 2024
- Lokal HomesJan 2022 to Jun 2022
- Appliance Factory Mattress KingdomDec 2019 to Dec 2021
- Ian's PizzaAug 2019 to Dec 2019
- Jimmy JohnsJul 2017 to Jul 2019
- UnemployedApr 2017 to Jul 2017
- Park City Mountain ResortNov 2016 to Apr 2017
- UnemployedSep 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8308118
- Firm CRD
- 281213