JC
JC
Jeffrey Creech
34 Years of Experience
Richmond, VA
1 DisclosureBroker
Jeffrey Creech is a registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 34 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1021 E Cary St 22nd Fl, James Center Ii, Richmond, VA, 23219
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2011Award / Judgment
Employment History
Current Registrations
Wells Fargo Advisors
August 2018 - Present · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
U.S. Bancorp Investments, INC.
February 2011 - March 2018 · 7 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
February 2011 - March 2018 · 7 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2011 - February 2011 · 1 mo
Wells Fargo Advisors, LLC
January 2011 - February 2011 · 1 mo
Wells Fargo Investments, LLCBroker
October 2007 - January 2011 · 3 yrs 3 mos
Wells Fargo Investments, LLC
October 2007 - January 2011 · 3 yrs 3 mos
Rlm Financial
September 2005 - September 2008 · 3 yrs
H. Beck, INC.Broker
January 2003 - October 2007 · 4 yrs 9 mos
H. Beck, INC.
January 2003 - December 2005 · 2 yrs 11 mos
Ffp Advisory Services INC
September 1998 - December 2002 · 4 yrs 3 mos
Ffp Securities, INC.Broker
March 1994 - December 2002 · 8 yrs 9 mos
MML Investors Services, INC.Broker
May 1991 - February 1994 · 2 yrs 9 mos
State Registrations31 states
AKARCACTDCFLGAIAILINKYLAMAMDMNMONCNJNMNYOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.