James R. Witt

CREATIVEONE WEALTH

Germantown, TN 38138

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CRD#: 1698832

Professional summary

James Robert Witt JR, who also goes by J R Witt, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Germantown, Tennessee.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. James has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J R Witt

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.

FIRST LIBERTY FINANCIAL; NON-INVESTMENT RELATED; 7520 CAPITAL DRIVE, SUITE 100, GERMANTOWN, TN 38138; 03/1996; INSURANCE SERVICES; OWNER; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Witt JR'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

March 25, 2021 - Present

CREATIVEONE WEALTH, LLC

Office #1: 7520 Capital Drive Suite 100, Germantown, TN 38138

RIA

CRD#: 281213

Germantown, TN

Past

January 7, 2008 - April 21, 2021

FIRST LIBERTY FINANCIAL LLC

RIA

CRD#: 145437

GERMANTOWN, TN

Past

May 9, 2005 - September 8, 2005

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

June 16, 2000 - May 19, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

December 23, 1999 - June 29, 2000

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

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

Tennessee
(3/25/2021)

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 65

Date: 11/2/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/22/1999

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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Advisor Monitoring

Firm Stability Insights

James R. Witt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Witt JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST LIBERTY FINANCIAL LLC

AMERITAS INVESTMENT COMPANY, LLC

OSAIC FS, INC.

USALLIANZ SECURITIES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/2/2007

Series 63

Date: 3/7/2000

Series 6

Date: 12/22/1999

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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