Jamie
Plemons
Creativeone Wealth, LLC
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About this Advisor
Jamie Plemons is a financial advisor based in San Diego, California, working with Creativeone Wealth, LLC. Jamie has previously held positions at the Law Office Of Karl Knickmeyer, Medicaid Success, Various Carriers, Plemons & Associates, Advanced Wealth Planning, and Advanced Estate Planning. Jamie has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in California. Currently, Jamie is part of Creativeone Wealth, LLC, which operates out of San Diego, California. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$3,430,274,685
201
21,910
$156,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jamie Plemons Work History
Advanced Wealth Planning
Medicaid Success
Law Office Of Karl Knickmeyer
Plemons & Associates
Advanced Estate Planning
Various Carriers
Disclosures
Please visit the SEC profile of Jamie Plemons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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