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JK

Jason A. Kreke

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CRD#: 6149663
JK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Allan Kreke, who also goes by Jason Kreke, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2013. Jason had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jason Kreke

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) Mark Minnella, Inc. / 4339 Butler Hill Rd., Suite 200 St. Louis, MO 63128 / Licensed Insurance Producer /Start date October 2019 / Investment Related /Approximate number of hours/ month devoted to this activity: less than 5 hrs./month/None during trading hours; (2) 10/2023 / Faith Investor Services / Investment Advisory Firm / Investment Related / Dallas, TX / Investment Adviser Representative / Approximately 173 hours per month / Approximately all hours during trading hours / Financial Advisor; Performing client facing financial advisor activities including meeting, phone appointment, and planning. (3) 3/2019 / Integrity Investors, LLC / Investment Advisory Firm / Investment Related / St. Louis, MO 63128 / Investment Adviser Representative / Approximately 87 hours/month/ Approximately all hours during trading hours / Financial Advisor

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 17, 2023 - March 20, 2025

FAITH INVESTOR SERVICES

RIA
CRD#: 313337
St. Louis, MO
Past

March 11, 2019 - December 19, 2023

INTEGRITY INVESTORS, L.L.C.

RIA
CRD#: 119272
ST LOUIS, MO
Past

February 27, 2018 - March 22, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
DES PERES, MO
Past

February 27, 2018 - March 22, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
DES PERES, MO
Past

May 13, 2013 - January 23, 2018

EDWARD JONES

RIA
CRD#: 250
ST LOUIS, MO
Past

February 22, 2013 - January 23, 2018

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO

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".
FI
FAITH INVESTOR SERVICES
FAITH INVESTOR SERVICES | FAITH INVESTOR SERVICES LLC

CRD#: 313337 / SEC#: 801-121223

RIA
Registered Investment Advisory firm - (5/17/2021 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/9/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/21/2013
General Securities Representative Examination

Current Firm

FI
FAITH INVESTOR SERVICES
FAITH INVESTOR SERVICES | FAITH INVESTOR SERVICES LLC

CRD#: 313337 / SEC#: 801-121223

RIA
Registered Investment Advisory firm - (5/17/2021 Approved)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(214) 462-7244
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAITH INVESTOR SERVICES WRAP BROCHURE (3/31/2025)
FAITH INVESTOR SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts551
AUM (Assets Under Management)$ 196,790,672

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

FAITH INVESTOR SERVICES

CRD#: 313337

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