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Jonathan E. St. Clair
CREATIVE PLANNING INSTITUTIONAL ADVISORS
Atlanta, GA 30326
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CRD#: 6044375
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Jonathan Edward St. ClairCREATIVE PLANNING INSTITUTIONAL ADVISORS
Professional summary
Jonathan Edward St. Clair is a registered financial advisor currently at CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC located in Atlanta, Georgia.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Always Fiduciary
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. NAME OF OTHER BUSINESS: SAGE VIEW ADVISORY, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: RIA, POSITION/TITLE/RELATIONSHIP: IAR, START DATE: N/A, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS A VARIETY OF INVESTMENT AND FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: ST. CLAIR AND ASSOCIATES, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: LAW PRACTICE, POSITION/TITLE/RELATIONSHIP: OWNER/ATTORNEY, START DATE: 11/2008, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: SPECIALIZES IN WILLS, TRUSTS AND ESTATES;
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Edward St. Clair'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
January 29, 2020 - Present
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
Office #1: 3630 Peachtree Road Ne Suite 300, Atlanta, GA 30326RIA
CRD#: 126777
Atlanta, GA
Past
January 7, 2013 - December 31, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ATLANTA, GA
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".
CP
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 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.Highlighted states indicate IAR registrations
IAR
Georgia(1/29/2020)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 1/4/2013
Investment Company Products/Variable Contracts Representative Examination
Current Firm
CP
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
401K BFS GROUP, LLC | SAGEVIEW RETIREMENT PLAN CONSULTANTS, INC. | SAGEVIEW GLOBAL PENSIONS, LLC | SAGEVIEW ADVISORY GROUP, LLC | RELATIONAL ADVISORS | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC, LLC | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
CRD#: 126777 / SEC#: 801-64265
RIA
Registered Investment Advisory firm - (5/31/2005 Approved)California
Registered Investment Advisory firm - (6/7/2005 Terminated)Loading...
Contact information
Main Address
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 814-8742
Established
Firm type
Fiscal year end
# of Employees
195
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,301 |
| AUM (Assets Under Management) | $ 37,502,470,791 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
