JN
Jimmy R. Nash
CREATIVEONE SECURITIES
Brandon, MS
Some features on this profile are disabled
CRD#: 871825
JN
Professional summary
Jimmy Ray Nash, who also goes by Jim Nash, Jimmy R Nash, is a registered financial advisor currently at CREATIVEONE SECURITIES, LLC located in Brandon, Mississippi.
Jimmy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Jimmy has worked at 16 firms and has passed the Series 65, Series 63, Series 6TO, Series 22TO, SIE and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jim Nash | Jimmy R Nash
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) JIM NASH; INVESTMENT-RELATED; 118 PARKSIDE DR, BRANDON, MS 39042; LIFE, DISABILITY, MEDICAL AND LONG-TERM CARE INSURANCE; OWNER/AGENT; BEGAN OCT 1981; APPROXIMATELY 150 HOURS PER MONTH, WITH 120 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES AND SERVICE. (2) BERRY NASH LLC; INVESTMENT-RELATED; 118 PARKSIDE DR, BRANDON MS 39042; FAMILY FARM; TAX PARTNER; BEGAN JAN 2016; APPROXIMATELY 15 HOURS PER MONTH, WITH 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; TAX REPORTS AND MANAGEMENT OF THE LLC. (3) PLATINUM FUNDING GROUP; INVESTMENT-RELATED; 4750 SHERWOOD COMMON BLVD, STE 200, BATON ROUGE, LA 70816; LIFE INSURANCE SALES INCLUDING FINANCING OF PREMIUMS; REGIONAL MARKETING DIRECTOR; BEGAN OCT 2017; APPROXIMATELY 50 HOURS PER MONTH, WITH 35 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES AND TRAINING OF SALES STAFF. (4) RASBERRY PRODUCER GROUP; INVESTMENT-RELATED; 401 CENTRAL AVE, LAUREL, MS 39440; FIXED INSURNCE AND ANNUITIES; AGENT; BEGAN OCT 2021 APPROXIMATELY 100 HOURS PER MONTH, WITH 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES. (5) TOTAL ASSET PLANNING; INVESTMENT-RELATED; 118 PARKSIDE DRIVE BRANDON, MS 39042; DBA COMPLANY NAME USED SOLEY FOR MARKETING PURPOSES FOR FIXED AND VARIABLE LIFE AND INVESTMENT BUSINESS; OWNER; MANAGEMENT; 03/2023
CRS (Client Relationship Summary) - RIA
Click below to view Jimmy Ray Nash's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jimmy Ray Nash'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
October 29, 2021 - Present
CREATIVEONE SECURITIES, LLC
RIA
BD
CRD#: 152974
Brandon, MS
Current
October 29, 2021 - Present
CREATIVEONE SECURITIES, LLC
RIA
BD
CRD#: 152974
Brandon, MS
Past
January 2, 2020 - October 29, 2021
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
BRANDON, MS
Past
December 17, 2019 - October 29, 2021
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
Brandon, MS
Past
August 27, 2018 - December 26, 2019
CETERA ADVISORS LLC
RIA
CRD#: 10299
BRANDON, MS
Past
August 27, 2018 - December 26, 2019
CETERA ADVISORS LLC
BD
CRD#: 10299
BRANDON, MS
Past
July 11, 2007 - August 30, 2018
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
BRANDON, MS
Past
August 29, 2005 - August 30, 2018
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
BRANDON, MS
Past
June 14, 2004 - September 27, 2005
CARILLON INVESTMENTS, INC.
RIA
CRD#: 14646
BRANDON, MS
Past
May 27, 2004 - September 27, 2005
CARILLON INVESTMENTS, INC.
BD
CRD#: 14646
CINCINNATI, OH
Past
January 31, 2000 - June 2, 2004
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
BRANDON, MS
Past
June 17, 1998 - June 2, 2004
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
May 8, 1995 - June 17, 1998
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
March 3, 1993 - June 14, 1995
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
March 3, 1993 - June 14, 1995
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
January 17, 1992 - February 19, 1993
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
January 8, 1991 - January 30, 1992
KEOGLER, MORGAN & COMPANY, INC.
BD
CRD#: 16546
ATLANTA, GA
Past
October 15, 1990 - November 15, 1990
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
May 25, 1989 - January 10, 1991
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
January 31, 1984 - May 22, 1989
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
January 20, 1984 - January 2, 1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
Past
February 5, 1981 - July 2, 1984
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
Past
February 5, 1981 - July 2, 1984
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
Past
September 26, 1979 - January 19, 1981
MONY SECURITIES CORPORATION
BD
CRD#: 4386
Past
September 26, 1979 - October 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BD
CRD#: 2873
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".
CS
CREATIVEONE SECURITIES, LLC
AFFINITY ASSET MANAGEMENT | WESTERN LAKES FINANCIAL | WEATLH WISDOM GROUP | WALLSTREET GROUP ADVISORS, LLC | VOYAGE FINANCIAL PARTNERS | VJH CONCIERGE FINANCIAL PLANNING | UPSTATE WEALTH MANAGEMENT | THOMAS FINANCIAL | THE NORTHEASTERN GROUP | SECURE FINANCIAL SERVICES, INC | SAWYER WEALTH MANAGEMENT | SABATKA FINANCIAL ADVISORY SERVICE, INC. | RZA WEALTH MANAGEMENT | RUNDAHL FINANCIAL CONSULTANTS | RSL FINANCIAL MANAGEMENT | ROBINSON FINANCIAL | RG INVESTMENTS | RETIREMENT DEFENDERS | RASBERRY FINANCIAL SERVICES | QUANTUM ASSET MANAGEMENT | PRAIRIELAND INSURANCE GROUP, LLC | NUTTER WEALTH MANAGEMENT | NORTH COUNTY FINANCIAL ASSOCIATES | NEST BENEFITS | MWI | MUNKER FINANCIAL | MONK FINANCIAL ADVISORS | MIKE KLOBERDANZ, CHFC, LUTCF & ASSOCIATES | MIKE AXTON & ASSOCIATES | MG NASH FINANCIAL SOLUTIONS, INC | MANAGING WEALTH & INCOME | LUND FINANCIAL MANAGEMENT | LLP FINANCIAL SERVICES | LIFETIME FINANCIAL PLANNING | LEWIS RETIREMENT SOLUTIONS, LLC | KEYSTONE ASSET MANAGEMENT | KAIZEN FINANCIAL GROUP | JUDY FINANCIAL GROUP, INC | JOHNSON FINANCIAL | JENKINS & ASSOCIATES | IWM FINANCIAL, INC | INTEGRITY INVESTMENTS, INC | HAYDENROCK FINANCIAL, LLC | HARVEST FINANCIAL GROUP | GULF COAST RETIREMENT SOLUTIONS | GREER FINANCIAL SOLUTIONS, LLC | GRAND CANYON PLANNING | FUNDS MANAGEMENT, INC. | FOOTE FINANCIAL GROUP | FINANCIAL SOLUTIONS GROUP, LLC | FINANCIAL CHOREOGRAPHY LLC | EVERSON TAX & FINANCIAL SERVICES | ETA FINANCIAL SERVICES | EPHAS FINANCIAL | DS DRELICH WEALTH MANAGEMENT | DIVERSIFIED ASSET MANAGEMENT | CREATIVEWEALTH KANSAS CITY | CREATIVEONE SECURITIES, LLC | CREATIVE ONE SECURITIES, LLC | CORNERSTONE FINANCIAL | COOK FINANCIAL GROUP | CONFIANCE FINANCIAL ADVISORY | COMPASS FINANCIAL WEALTH MANAGEMENT | COASTAL CAPITAL INVESTMENT SERVICES | CLIENT ONE SECURITIES, LLC | CLIENT ONE SECURITIES LLC | CLC FINANCIAL SERVICES, LLC | CARTIER FINANCIAL | CARSTENS FINANCIAL GROUP | BENCHMARK FINANCIAL GROUP | BELLUE & ASSOCIATES | BAACKE INSURANCE SERVICES, INC. | ATLANTIC COAST ADVISORY GROUP | ASSOCIATES GROUP OF COMPANIES | AMERICA'S RETIREMENT ADVISORY GROUP | AMBROSE FINANCIAL & INSURANCE SERVICES, LLC
CRD#: 152974 / SEC#: 801-78158, 8-68494
RIA
Registered Investment Advisory firm - SEC (6/5/2013 Approved)Arizona
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Arkansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)California
Registered Investment Advisory firm - SEC (7/5/2013 Terminated)Colorado
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Connecticut
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Delaware
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Florida
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Illinois
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Iowa
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Kansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Louisiana
Registered Investment Advisory firm - SEC (6/12/2013 Terminated)Maine
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Maryland
Registered Investment Advisory firm - SEC (6/17/2013 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (7/24/2013 Terminated)Minnesota
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Mississippi
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Missouri
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Montana
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Nebraska
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)New Jersey
Registered Investment Advisory firm - SEC (6/26/2013 Terminated)New York
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)North Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Texas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Virginia
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)West Virginia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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
Alabama(11/4/2021)
RR
Louisiana(10/29/2021)
RR
Mississippi(10/29/2021)
IAR
Mississippi(10/29/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/18/1979
Registered Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
CS
CREATIVEONE SECURITIES, LLC
AFFINITY ASSET MANAGEMENT | WESTERN LAKES FINANCIAL | WEATLH WISDOM GROUP | WALLSTREET GROUP ADVISORS, LLC | VOYAGE FINANCIAL PARTNERS | VJH CONCIERGE FINANCIAL PLANNING | UPSTATE WEALTH MANAGEMENT | THOMAS FINANCIAL | THE NORTHEASTERN GROUP | SECURE FINANCIAL SERVICES, INC | SAWYER WEALTH MANAGEMENT | SABATKA FINANCIAL ADVISORY SERVICE, INC. | RZA WEALTH MANAGEMENT | RUNDAHL FINANCIAL CONSULTANTS | RSL FINANCIAL MANAGEMENT | ROBINSON FINANCIAL | RG INVESTMENTS | RETIREMENT DEFENDERS | RASBERRY FINANCIAL SERVICES | QUANTUM ASSET MANAGEMENT | PRAIRIELAND INSURANCE GROUP, LLC | NUTTER WEALTH MANAGEMENT | NORTH COUNTY FINANCIAL ASSOCIATES | NEST BENEFITS | MWI | MUNKER FINANCIAL | MONK FINANCIAL ADVISORS | MIKE KLOBERDANZ, CHFC, LUTCF & ASSOCIATES | MIKE AXTON & ASSOCIATES | MG NASH FINANCIAL SOLUTIONS, INC | MANAGING WEALTH & INCOME | LUND FINANCIAL MANAGEMENT | LLP FINANCIAL SERVICES | LIFETIME FINANCIAL PLANNING | LEWIS RETIREMENT SOLUTIONS, LLC | KEYSTONE ASSET MANAGEMENT | KAIZEN FINANCIAL GROUP | JUDY FINANCIAL GROUP, INC | JOHNSON FINANCIAL | JENKINS & ASSOCIATES | IWM FINANCIAL, INC | INTEGRITY INVESTMENTS, INC | HAYDENROCK FINANCIAL, LLC | HARVEST FINANCIAL GROUP | GULF COAST RETIREMENT SOLUTIONS | GREER FINANCIAL SOLUTIONS, LLC | GRAND CANYON PLANNING | FUNDS MANAGEMENT, INC. | FOOTE FINANCIAL GROUP | FINANCIAL SOLUTIONS GROUP, LLC | FINANCIAL CHOREOGRAPHY LLC | EVERSON TAX & FINANCIAL SERVICES | ETA FINANCIAL SERVICES | EPHAS FINANCIAL | DS DRELICH WEALTH MANAGEMENT | DIVERSIFIED ASSET MANAGEMENT | CREATIVEWEALTH KANSAS CITY | CREATIVEONE SECURITIES, LLC | CREATIVE ONE SECURITIES, LLC | CORNERSTONE FINANCIAL | COOK FINANCIAL GROUP | CONFIANCE FINANCIAL ADVISORY | COMPASS FINANCIAL WEALTH MANAGEMENT | COASTAL CAPITAL INVESTMENT SERVICES | CLIENT ONE SECURITIES, LLC | CLIENT ONE SECURITIES LLC | CLC FINANCIAL SERVICES, LLC | CARTIER FINANCIAL | CARSTENS FINANCIAL GROUP | BENCHMARK FINANCIAL GROUP | BELLUE & ASSOCIATES | BAACKE INSURANCE SERVICES, INC. | ATLANTIC COAST ADVISORY GROUP | ASSOCIATES GROUP OF COMPANIES | AMERICA'S RETIREMENT ADVISORY GROUP | AMBROSE FINANCIAL & INSURANCE SERVICES, LLC
CRD#: 152974 / SEC#: 801-78158, 8-68494
RIA
Registered Investment Advisory firm - SEC (6/5/2013 Approved)Arizona
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Arkansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)California
Registered Investment Advisory firm - SEC (7/5/2013 Terminated)Colorado
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Connecticut
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Delaware
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Florida
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Georgia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Idaho
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Illinois
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Indiana
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Iowa
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Kansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Louisiana
Registered Investment Advisory firm - SEC (6/12/2013 Terminated)Maine
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Maryland
Registered Investment Advisory firm - SEC (6/17/2013 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (7/24/2013 Terminated)Minnesota
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Mississippi
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Missouri
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Montana
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Nebraska
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)New Jersey
Registered Investment Advisory firm - SEC (6/26/2013 Terminated)New York
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)North Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Ohio
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)Oklahoma
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Texas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Virginia
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)West Virginia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
Mailing Address
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
Phone number
(913) 814-6097
Established
Kansas since 12/02/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
199
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,317 |
| AUM (Assets Under Management) | $ 2,125,054,242 |
Disclosures
| Regulatory Event | 1 |
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.
