JC
Jonathan R. Creighton
DAI WEALTH
Hingham, MA 02043
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CRD#: 1495897
JC
Professional summary
Jonathan R Creighton, who also goes by John Craton, Jack Creighton, is a registered financial advisor currently at DAI WEALTH, LLC located in Hingham, Massachusetts and DAI SECURITIES, LLC located in Hingham, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Craton | Jack Creighton
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.
1)JACK CREIGHTON REAL ESTATE BROKERAGE & CONSULTING; 350 LINCOLN ST, STE 2400 HINGHAM MA 02043 REAL ESTATE BROKERAGE SINCE 1981. UNDER 10% OF TOTAL BUSINESS. Hours worked 1-5 hours during business hours and 1-5 hours worked outside of business activities.
2)S-NET-INVEST. BUSINESS AND FINANCIAL COMMENTARY SINCE 2008. 10 HOURS PER MONTH.
3)NR NOMINEE TRUST REAL ESTATE MANAGEMENT, 23 Cushing Rd Cohasset Ma 02025. Investment Related. Member, oversee real estate. SINCE 1981 1-5 hrs/mp outside business hours, 1-5 hrs/mo during business hours.
4)SOURCENET INVESTMENT SERVICES. START DATE, JUNE 2011. HINGHAM, MA. MANAGER AND 100% OWNER. SALE OF SECURITIES PRODUCTS.
5)SOURCENET INSURANCE, 350 Lincoln St suite 2400, Hingham MA 02043. INVESTMENT RELATED. SALE OF INSURANCE PRODUCTS THROUGH CONCORDE INSURANCE AGENCY. HINGHAM, MA, 1-5 HOURS/MONTH DURING TRADING HOURS.1-5 hrs/mo outside business hours.
6) Concorde Insurance Agency; HINGHAM, MA. Insurance Agent; provide insurance services to clients when appropriate. No client conflict.
7)Concorde Asset Management, 350 LINCOLN ST, STE 2400 HINGHAM MA 02043. Investment Related. Asset Manager. 11-20 hrs/month during business hours, 1-5 hours outside business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan R Creighton's 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®
NoneExperience
Current
April 22, 2021 - Present
DAI WEALTH, LLC
Office #1: 350 Lincoln Street Suite 2400, Hingham, MA 02043RIA
CRD#: 138938
Hingham, MA
Current
January 15, 2020 - Present
DAI SECURITIES, LLC
Office #1: 350 Lincoln Street Suite 2400, Hingham, MA 02043BD
CRD#: 36673
Hingham, MA
Past
December 13, 2012 - January 14, 2020
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
HINGHAM, MA
Past
May 19, 2011 - January 14, 2020
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
HINGHAM, MA
Past
August 27, 2009 - April 27, 2011
OMNI BROKERAGE, INC.
BD
CRD#: 16878
HINGHAM, MA
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".
DW
DAI WEALTH, LLC
CREATIVE FINANCIAL STRATEGIES LLC | WESTERN PORTFOLIO PARTNERS | WAYPOINT WEALTH STRATEGIES | SOURCENET INVESTMENT SERVICES LLC | RVP II CONSULTING | MICHALETZ ADVISORS, INC. | JOHN GALT WEALTH SOLUTIONS | GOOD COUNSEL WEALTH MANAGEMENT LLC | DISCIPLINE ADVISORS, INC. | DISCIPLINE ADVISORS, INC | DISCIPLINE ADVISORS | DAI WEALTH, LLC | DAI WEALTH, INC.
CRD#: 138938 / SEC#: 801-66260
RIA
Registered Investment Advisory firm - (2/24/2006 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/15/2020)
RR
Connecticut(1/15/2020)
RR
Florida(1/15/2020)
RR
Illinois(2/2/2021)
RR
Maine(3/18/2020)
RR
Massachusetts(1/15/2020)
IAR
Massachusetts(4/22/2021)
RR
New Hampshire(3/16/2020)
RR
New Jersey(3/3/2020)
RR
New York(2/10/2020)
RR
North Carolina(8/1/2025)
RR
Rhode Island(2/10/2020)
RR
South Carolina(2/10/2020)
RR
Texas(11/5/2025)
RR
Vermont(1/17/2020)
RR
Virginia(4/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DAI WEALTH, LLC
CREATIVE FINANCIAL STRATEGIES LLC | WESTERN PORTFOLIO PARTNERS | WAYPOINT WEALTH STRATEGIES | SOURCENET INVESTMENT SERVICES LLC | RVP II CONSULTING | MICHALETZ ADVISORS, INC. | JOHN GALT WEALTH SOLUTIONS | GOOD COUNSEL WEALTH MANAGEMENT LLC | DISCIPLINE ADVISORS, INC. | DISCIPLINE ADVISORS, INC | DISCIPLINE ADVISORS | DAI WEALTH, LLC | DAI WEALTH, INC.
CRD#: 138938 / SEC#: 801-66260
RIA
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Contact information
Main Address
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345
Mailing Address
Phone number
(404) 531-7080
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,821 |
| AUM (Assets Under Management) | $ 267,417,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
DAI WEALTH, LLC
CRD#: 138938Hingham, MA 02043TRUST BUT VERIFY
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