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JB
CFP
JB
CFP

Jeffrey Babcock

Creativeone Securities, LLC
39 Years of Experience
Oceanside, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Babcock is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Oceanside, CA, with 39 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.

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

Location

2101 S. El Camino Real, Suite 206, Oceanside, CA, 92054

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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

Jeffrey is involved in several businesses, including Fantastic Five Inc (group/individual health insurance), Jeff Babcock CPA (tax preparation), rental property management, SD LUV (non-profit), My Benefit Package (insurance services), and North County Financial Associates (financial planning). Several of these activities take about a quarter of Jeffrey's time each.

Employment History
Current Registrations
Creativeone Securities, LLC
April 2022 - Present · 4 yrs 6 mos
Creativeone Securities, LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Calton & Associates, INC.Broker
January 2015 - April 2022 · 7 yrs 3 mos
Calton & Associates, INC.
January 2015 - April 2022 · 7 yrs 3 mos
World Equity Group, INC.
October 2010 - January 2015 · 4 yrs 3 mos
World Equity Group, INC.Broker
October 2010 - January 2015 · 4 yrs 3 mos
Wealth Planning and Management
May 2010 - February 2013 · 2 yrs 9 mos
Lincoln Financial Securities CorporationBroker
April 2010 - October 2010 · 6 mos
World Group Securities, INC.Broker
February 2009 - December 2009 · 10 mos
Cambridge Investment Research, INC.Broker
January 2004 - February 2009 · 5 yrs 1 mo
Mutual Service Corporation
October 2002 - December 2003 · 1 yr 2 mos
Mutual Service CorporationBroker
January 2000 - December 2003 · 3 yrs 11 mos
Sentra Securities CorporationBroker
November 1998 - January 2000 · 1 yr 2 mos
United Pacific Securities, INC.Broker
September 1994 - November 1998 · 4 yrs 2 mos
Intervest International Equities CorporationBroker
May 1994 - September 1994 · 4 mos
Programmed Equities CorporationBroker
May 1989 - May 1994 · 5 yrs
Mony Securities CORP.Broker
October 1986 - April 1989 · 2 yrs 6 mos
State Registrations4 states
CACOFLTX
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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