TrueAdvisor
TrueAdvisor
JK
ChFC
JK
ChFC

James Kersey

Creativeone Wealth, LLC
31 Years of Experience
Rocklin, CA
Sells Insurance
View SEC Summary
View SEC Summary

James Kersey is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Rocklin, CA, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.

Creativeone Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2204 Plaza Drive Suite 100, Rocklin, CA, 95765

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is the owner/agent of Lighthouse Financial & Tax, offering securities, financial planning, and insurance sales and services, including index annuities, fixed annuities, and life insurance. This takes nearly all of James's time and occurs during trading hours.

Employment History
Current Registrations
Creativeone Wealth, LLC
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Planmember Securities Corporation
May 2021 - February 2024 · 2 yrs 9 mos
Planmember Securities CorporationBroker
May 2021 - February 2024 · 2 yrs 9 mos
J.W. Cole Financial, INC.Broker
April 2019 - May 2021 · 2 yrs 1 mo
J. W. Cole Advisors, INC.
April 2019 - May 2021 · 2 yrs 1 mo
G.F. Investment Services, LLCBroker
January 2013 - April 2019 · 6 yrs 3 mos
Global Financial Private Capital, LLC
November 2012 - April 2019 · 6 yrs 5 mos
Gradient Advisors, LLC
March 2012 - November 2012 · 8 mos
Gradient Securities, LLCBroker
January 2011 - November 2012 · 1 yr 10 mos
Gradient Advisors, LLC
January 2011 - February 2012 · 1 yr 1 mo
Allstate Financial Services, LLCBroker
November 2003 - January 2011 · 7 yrs 2 mos
Legacy Advisory Services, INC.
October 2003 - November 2003 · 1 mo
Legacy Financial Services, INC.Broker
December 1998 - November 2003 · 4 yrs 11 mos
Locust Street Securities, INC.Broker
June 1998 - November 1998 · 5 mos
San Clemente Securities, INC.Broker
March 1998 - June 1998 · 3 mos
Legacy Financial Services, INC.Broker
October 1997 - March 1998 · 5 mos
San Clemente Securities, INC.Broker
September 1997 - October 1997 · 1 mo
San Clemente Securities, INC.Broker
May 1997 - September 1997 · 4 mos
Brecek & Young Advisors, INC.Broker
June 1996 - June 1997 · 1 yr
Gore-Horvath, INC.Broker
September 1994 - July 1996 · 1 yr 10 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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