JP
Jamie A. Plemons
CREATIVEONE WEALTH
SAN DIEGO, CA 92108
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CRD#: 4594276
JP
Professional summary
Jamie A Plemons, who also goes by Jamie Ann Plemons, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in San Diego, California.
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jamie has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamie Ann Plemons
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. Advanced Wealth Planning; Investment related: Yes; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Owner; Start Date: 07/2023; 160 hrs/month and during securities trading hours; Offering investment advisory services. 2. Advanced Estate Planning; Investment related: Yes; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Owner; Start date: 01/2015 ; 60 hrs/month with 30 during trading hours; Assist clients with insurance products, estate planning and Medicaid planning. 3. Law Office of Karl Knickmeyer; Investment related: No; 2945 Townsgate Road #200, Westlake Village, CA 91361; Paralegal; Start date: 01/2020; 10 hrs/month with 2 hrs during trading hours; Prepare documents under the direction of the attorney. 4. Medicaid Success; Investment related: No; 24600 Center Ridge Road, Suite 240, Westlake, OH 44145; Medicaid Planning; Sub contractor; Start date: 01/2021; 40 hrs/month with 5 hrs during trading hours; Assists with preparing Medicaid applications. 5. Insurance agent with various carriers; San Diego, CA; Investment related: No; Start date: 10/2014 6. Plemons & Associates; Investment related: No; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Owner/Legal Document Assistant; Start Date 08/2019; 2 hrs/month with less than 1 hr during trading hours; Completes self-help legal documents. 7. Jamie Plemons Advanced Insurance and Wealth Services; Investment related: Yes; 1455 Frazee Road, Suite 500, San Diego, CA 92108; Insurance; Principal Broker; Start Date: 2025; 5 hrs/month with 2 during trading hours; Helps clients obtain the proper policy for their needs.
CRS (Client Relationship Summary) - RIA
Click below to view Jamie A Plemons'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
August 4, 2023 - Present
CREATIVEONE WEALTH, LLC
Office #1: 1455 Frazee Road Suite 500, San Diego, CA 92108RIA
CRD#: 281213
SAN DIEGO, CA
Past
January 2, 2003 - February 23, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN DIEGO, CA
Past
December 4, 2002 - February 23, 2004
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 4, 2002 - February 23, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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
California(8/4/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
