Jerry L. Morgan

CREATIVEONE WEALTH

Gold Canyon, AZ

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CRD#: 1016207

Professional summary

Jerry Lee Morgan is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Gold Canyon, Arizona.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Jerry has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF THE OTHER BUSINESS: JERRY MORGAN INVESTMENT-RELATED: YES ADDRESS OF THE OTHER BUSINESS: 4112 S WILLOW SPRINGS TRAIL GOLD CANYON, AZ YOUR POSITION OR TITLE: INSURANCE AGENT NATURE OF THE OTHER BUSINESS: INVESTMENT RELATED START DATE: 08/03/2009 APPROXIMATE NUMBER OF HOURS/MONTH: 44 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 2 PER DAY BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: SALES OF FIXED, INDEX, LIFE AND HEALTH INSURANCE PRODUCTS COMPENSATION: YES NAME OF THE OTHER BUSINESS: CreativeOne Wealth INVESTMENT- RELATED:Yes ADDRESS OF THE OTHER BUSINESS:Leawood, KS 66211 YOUR POSITION OR TITLE:Advisor NATURE OF THE OTHER BUSINESS:Private Business START DATE:10/26/2020 APPROXIMATE NUMBER OF HOURS/MONTH:105 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:105 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Serve as Advisor for client accounts COMPENSATION :Yes

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Lee Morgan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 12, 2020 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Gold Canyon, AZ

Past

July 31, 2009 - November 10, 2023

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

GOLD CANYON, AZ

Past

June 26, 2003 - November 16, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

GOLD CANYON, AZ

Past

June 26, 2003 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

GOLD CANYON, AZ

Past

October 23, 2001 - July 2, 2003

SENTRA SECURITIES CORPORATION

RIA

CRD#: 10249

BRADENTON, FL

Past

November 16, 1998 - July 2, 2003

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

January 13, 1993 - November 16, 1998

UNITED PACIFIC SECURITIES, INC.

CRD#: 21986

CARLSBAD, CA

Past

August 5, 1987 - January 14, 1993

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

Past

January 2, 1986 - August 6, 1987

ASSOCIATED SECURITIES CORP.

CRD#: 12969

Past

November 28, 1983 - January 14, 1993

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

December 18, 1981 - January 25, 1984

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/12/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/5/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/2/1995

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/11/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/11/1981

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jerry L. Morgan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Lee Morgan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

SENTRA SECURITIES CORPORATION

SENTRA SECURITIES CORPORATION

UNITED PACIFIC SECURITIES, INC.

TITAN/VALUE EQUITIES GROUP, INC.

ASSOCIATED SECURITIES CORP.

TITAN/VALUE EQUITIES GROUP, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/5/2002

Series 63

Date: 3/10/1995

SIE

Date: 10/1/2018

Series 7

Date: 2/2/1995

Series 22

Date: 10/11/1984

Series 6

Date: 12/11/1981

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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