Jared M. Houseman
CREATIVE FINANCIAL DESIGNS
Sherrill, NY 13461
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CRD#: 5679488
Professional summary
Jared Matthew Houseman, CFP® is a registered financial advisor currently at CREATIVE FINANCIAL DESIGNS, INC. located in Sherrill, New York and CFD INVESTMENTS, INC. located in Sherrill, New York.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jared has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) INSURANCE SALES; Investment Related;475 Sherrill Rd, Sherrill, Ny, 13461; Insurance Sales (primarily life Insurance); Sole Proprietor/ Insurance Agent; 2009;20 hours per month; 20 hours per month; educate, recommend, and sell insurance products to clients direct with insurance carriers (like Guardian Life) or through GA's (like Ash Brokerage) 2) DBA: SOUND MIND FINANCIAL LLC, Investment Related; 475 Sherrill Rd, Sherrill, NY, 13461; FINANCIAL ADVISER;1/1/2020; 200 per month; 160 per month; Work under its DBA 3) New Life Christian School Board of Education; Not Investment Related; 1528 River Road, Hamilton, NY 13346; Board Member; 1/13/2025; 2 hours/month; 0 hours/ month; Help shape the mission & strategic direction of the school and ensure leadership & adequate resources for the school.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Matthew Houseman'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®
CFP®
Start date: 2015
Experience
Current
May 1, 2024 - Present
CREATIVE FINANCIAL DESIGNS, INC.
Office #1: 475 Sherrill Rd, Sherrill, NY 13461RIA
CRD#: 109032
Sherrill, NY
Current
May 1, 2024 - Present
CFD INVESTMENTS, INC.
Office #1: 475 Sherrill Rd, Sherrill, NY 13461BD
CRD#: 25427
Sherrill, NY
Past
May 4, 2021 - May 1, 2024
CADARET, GRANT & CO., INC.
RIA
CRD#: 10641
Sherrill, NY
Past
June 8, 2011 - May 1, 2024
CADARET, GRANT & CO., INC.
BD
CRD#: 10641
Sherrill, 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".
CF
CREATIVE FINANCIAL DESIGNS, INC.
CFD INVESTMENTS, INC. | CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)California
Registered Investment Advisory firm - (4/20/2001 Terminated)Florida
Registered Investment Advisory firm - (4/19/2001 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Iowa
Registered Investment Advisory firm - (5/20/2002 Terminated)Kentucky
Registered Investment Advisory firm - (4/19/2001 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2002 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2001 Terminated)Missouri
Registered Investment Advisory firm - (4/19/2001 Terminated)New Jersey
Registered Investment Advisory firm - (4/19/2001 Terminated)North Carolina
Registered Investment Advisory firm - (12/19/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/19/2001 Terminated)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
Alaska(5/1/2024)
RR
Arizona(5/1/2024)
RR
Florida(5/1/2024)
RR
Michigan(5/1/2024)
RR
New York(5/1/2024)
IAR
New York(5/1/2024)
RR
North Carolina(5/1/2024)
RR
Ohio(5/3/2024)
RR
Pennsylvania(5/1/2024)
RR
South Carolina(5/1/2024)
RR
South Dakota(5/1/2024)
RR
Virginia(9/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CREATIVE FINANCIAL DESIGNS, INC.
CFD INVESTMENTS, INC. | CREATIVE FINANCIAL DESIGNS, INC.
CRD#: 109032 / SEC#: 801-60153
RIA
Registered Investment Advisory firm - (4/19/2001 Approved)California
Registered Investment Advisory firm - (4/20/2001 Terminated)Florida
Registered Investment Advisory firm - (4/19/2001 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Iowa
Registered Investment Advisory firm - (5/20/2002 Terminated)Kentucky
Registered Investment Advisory firm - (4/19/2001 Terminated)Maryland
Registered Investment Advisory firm - (5/20/2002 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2001 Terminated)Missouri
Registered Investment Advisory firm - (4/19/2001 Terminated)New Jersey
Registered Investment Advisory firm - (4/19/2001 Terminated)North Carolina
Registered Investment Advisory firm - (12/19/2006 Terminated)Ohio
Registered Investment Advisory firm - (4/19/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2704 S Goyer Rd, Kokomo, IN 46902
Mailing Address
P.o. Box # 2244, Kokomo, IN 46904-2244
Phone number
(765) 453-9600
Established
Firm type
Fiscal year end
# of Employees
150
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,029 |
| AUM (Assets Under Management) | $ 2,478,773,967 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/22/2024 | ||
| 01/05/2024 | ||
| 01/10/2023 |
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.
