Jonathan
Frances
Creativeone Wealth, LLC
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About this Advisor
Jonathan Frances is a financial advisor working in Leawood, Kansas. Frances currently works for Creativeone Wealth, LLC. Throughout their career, they have worked at Prosperity Wealth Of Florida LLC, Global Financial Private Capital, LLC, Ae Wealth Management, LLC and Creativeone Wealth, LLC. Frances has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Florida. Creativeone Wealth, LLC is a registered investment firm that has its headquarters in Leawood, KS. The company has offices in 108 locations and a total of 169 employees. It manages $3 billion in assets under management among its 19,806 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 19,806 customer accounts, just 7% belong to high-net-worth individuals who have at least $1 million in investable assets. Creativeone Wealth, LLC performs a number of services, such as 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. Fees for financial management usually depend on which services the firm provides the client. Fee types billed by Creativeone Wealth, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$2,879,545,390
169
19,806
$145,388
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
Jonathan Frances Work History
Jonathan has been registered as a financial advisor for 0 years.*
Creativeone Wealth, LLC
Prosperity Wealth Of Florida LLC
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Frances to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creativeone Wealth, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Scappoose, OR
Leawood, KS
Jacksonville, FL
Leawood, KS
Pensacola, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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