Jason Lund
Jason Lund is a registered investment advisor at Creativeone Securities, LLC, based in Temecula, CA, with 10 years of industry experience. Jason 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
43460 Ridge Park Drive, Suite 200-K, Temecula, CA, 92590
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2010Criminal
June 2002Other Business ActivitiesSells Insurance
Jason sells and services fixed and fixed indexed annuities and life insurance, dedicating about 10-20% of his time to this. He is also a board member for Team Koral Reef, an educational non-profit, spending minimal time on it, and a Wealth Management Consultant for Lund Financial Tax Deferral, spending about 10-20% of his time on investment recommendations focused on tax deferred investing.
Employment History
Current Registrations
Creativeone Securities, LLC
State Registrations2 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.