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Jonathan Creighton

Dai Wealth, LLC
17 Years of Experience
Hingham, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Creighton is a registered investment advisor at Dai Wealth, LLC, based in Hingham, MA, with 17 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,537 clients with $330M in assets under management.

Dai Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,537 clients
Average Client Portfolio
$215K average
Assets Under Management
$330.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The total annual account fee may not exceed 2.50% of the portfolio value. Fees are negotiable based on overall assets, account size, and services provided.

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

Location

350 Lincoln Street, Suite 2400, Hingham, MA, 02043

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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

Jonathan is a real estate broker, provides business and financial commentary, and oversees real estate as a trust member. He also manages and owns SourceNet Investment Services, sells insurance products through SourceNet Insurance and Concorde Insurance Agency, and works as an asset manager for Concorde Asset Management.

Employment History
Current Registrations
Dai Wealth, LLC
April 2021 - Present · 5 yrs 6 mos
Dai Securities, LLC
January 2020 - Present · 6 yrs 9 mos
Dai Securities, LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Concorde Asset Management, LLC
December 2012 - January 2020 · 7 yrs 1 mo
Concorde Investment Services, LLCBroker
May 2011 - January 2020 · 8 yrs 8 mos
Omni Brokerage, INC.Broker
August 2009 - April 2011 · 1 yr 8 mos
State Registrations23 states
AZCACTFLIAIDILLAMAMDMEMNNCNHNJNYRISCTNTXVAVTWA
AdvisorBrokerBoth

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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