Jonathan P. English

CREATIVEONE WEALTH

Katy, TX 77494

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CRD#: 4371304

Professional summary

Jonathan P English, who also goes by Jon P English, Jonathan Parker English, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Katy, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jonathan has worked at 7 firms and has passed the Series 65, Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon P English | Jonathan Parker English

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.) LUCA Financial; not investment related; 24285 Katy Fwy Suite 300 Katy, TX 77494; Accounting and Tax Advisory arm of LUCA; Business Development; 01/2024; 10-15 hrs/mo; 10 hrs/mo; help with tax / acct plan sales 2.) LUCA Wealth Management; investment related; 24285 Katy Fwy Suite 300 Katy, TX 77494; AUM, FIA, Life Insurance; Owner; 07/2023; 40+ hrs/mo; 40+ hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan P English'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

September 2, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 24285 Katy Fwy Suite 300, Katy, TX 77494

RIA

CRD#: 281213

Katy, TX

Past

June 28, 2023 - September 2, 2025

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

Katy, TX

Past

January 9, 2023 - May 1, 2023

AWM FINANCIAL SERVICES INC.

RIA

CRD#: 144351

THE WOODLANDS, TX

Past

September 15, 2022 - April 26, 2023

PORTFOLIO DYNAMIX

RIA

CRD#: 307069

THE WOODLANDS, TX

Past

July 24, 2012 - April 20, 2022

CORDA INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108046

HOUSTON, TX

Past

May 15, 2003 - October 12, 2004

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

PLANO, TX

Past

May 15, 2003 - October 12, 2004

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

September 20, 2002 - April 25, 2003

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DALLAS, TX

Past

January 21, 2002 - April 25, 2003

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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

Louisiana
(9/4/2025)

IAR

Texas
(9/2/2025)

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: 7/23/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/28/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/18/2002

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan P. English

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan P English's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATIONS INVESTMENT ADVISORS LLC

AWM FINANCIAL SERVICES INC.

PORTFOLIO DYNAMIX

CORDA INVESTMENT MANAGEMENT, LLC

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2012

Series 66

Date: 11/28/2001

Series 7

Date: 9/17/2002

Series 6

Date: 1/18/2002

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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