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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
More Advisors
- Allyson Trantum, CFP
- Tiffany Saxon-Sandoval, ChFCWells Fargo Advisors
- William Milton, CFPEdward Jones
- Priti Huisinga, CFPEdward Jones
- Elizabeth King, ChFCState Farm Investment Management CORP.
- Robert Kelly, CFPMas Advisors LLC