Jeffrey Babcock
Jeffrey Babcock is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Oceanside, CA, with 38 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
2101 S. El Camino Real, Suite 206, Oceanside, CA, 92054
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Regulatory History
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.
Learn about disclosures →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
Creativeone Securities, LLCBroker
Previous Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Wealth Planning and Management
Lincoln Financial Securities CorporationBroker
World Group Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Intervest International Equities CorporationBroker
Programmed Equities CorporationBroker
Mony Securities CORP.Broker
State Registrations4 states
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.