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JR

Jeffrey S. Rader

CREEKSTONE CAPITAL
Franklin, TN 37069
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CRD#: 2094253
JR

Professional summary


Jeffrey Scott Rader, who also goes by Scott Rader, is a registered financial professional currently at CREEKSTONE CAPITAL located in Franklin, Tennessee.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1990. Jeffrey has worked at 9 firms and has passed the Series 63, Series 66, Series 65, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Rader

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jeffrey Scott Rader'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

April 21, 2025 - Present

CREEKSTONE CAPITAL

Office #1: 1211 Natchez Rd, Franklin, TN 37069
BD
CRD#: 325715
Franklin, TN
Past

March 5, 2018 - July 14, 2020

ARGENT RETIREMENT PLAN ADVISORS, LLC

RIA
CRD#: 165031
NASHVILLE, TN
Past

December 19, 2016 - February 21, 2018

HIGHLAND CAPITAL MANAGEMENT, LLC

RIA
CRD#: 104842
Ashland, TN
Past

March 7, 2014 - March 19, 2024

DAYBRIGHT ADVISORY SERVICES, INC.

RIA
CRD#: 133795
MIAMI, FL
Past

March 31, 2006 - December 2, 2013

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
MINSTER, OH
Past

March 28, 2006 - December 2, 2013

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
MINSTER, OH
Past

January 7, 2005 - February 2, 2006

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

May 15, 2001 - December 6, 2004

RADER CAPITAL MANAGEMENT

RIA
CRD#: 109989
VANDALIA, OH
Past

May 14, 1999 - July 30, 2001

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 29, 1993 - May 14, 1999

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

November 1, 1990 - February 16, 1993

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH

State Registrations and Notice Filings


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

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
Tennessee
(5/12/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 5/12/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/7/2005
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/21/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 4/21/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CREEKSTONE CAPITAL
CREEKSTONE CAPITAL | CREEKSTONE CAPITAL LLC

CRD#: 325715 / SEC#: , 8-71073

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information


Main Address
1211 Natchez Rd, Franklin, TN 37069
Mailing Address
1211 Natchez Rd, Franklin, TN 37069
Phone number
(650) 799-9892
Established
Delaware since 03/08/2023
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CONLEY, BUFORD RAYCHIEF COMPLIANCE OFFICER/CEO5291573
KIRSCHENBLAT, CHAD ETHANFINOP2503352

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.

Company Information


CREEKSTONE CAPITAL

CRD#: 325715Franklin, TN 37069

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