James C. Ryan

CREATIVEONE WEALTH

Scappoose, OR 97056

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CRD#: 6990111

Professional summary

James C Ryan, who also goes by James Connors Ryan, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Scappoose, Oregon.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. James has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Connors Ryan

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.

SCHULTZ FINANCIAL SERVICES, INC; SCAPPOOSE, OR; INVESTMENT RELATED; JUNIOR FINANCIAL PLANNER NOW OFFERING INVESTMENT ADVISORY SERVICES; START DATE 06/2021; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James C Ryan'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

August 8, 2023 - Present

CREATIVEONE WEALTH, LLC

Office #1: 52461 Columbia River Highway, Scappoose, OR 97056

RIA

CRD#: 281213

Scappoose, OR

Past

October 8, 2018 - July 24, 2019

EDWARD JONES

RIA

CRD#: 250

BEAVERTON, OR

Past

September 13, 2018 - July 24, 2019

EDWARD JONES

CRD#: 250

BEAVERTON, OR

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

Oregon
(8/10/2023)

IAR

Washington
(8/8/2023)

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: 10/1/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/4/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2018

General Securities 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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Firm Stability Insights

James C. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James C Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2021

Series 66

Date: 10/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2018

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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