Jared Houseman
Jared Houseman is a CFP-designated registered investment advisor at Creative Financial Designs, INC., based in Sherrill, NY, with 15 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 10,566 clients with $2.9B 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 | 2.00% |
Fees generally start at 0.50% and range up to a maximum of 2.00% annually depending on the platform and strategy selected. All fees are negotiable.
Fee Estimator
Location
475 Sherrill Rd, Sherrill, NY, 13461
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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
Jared is an insurance agent, primarily selling life insurance products since 2009, dedicating about 10-20% of his time. He also works under the DBA Sound Mind Financial LLC as a financial advisor, spending nearly full-time hours on this. Additionally, Jared is a board member for New Life Christian School, dedicating minimal time.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations11 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.