Jeremy
Withers
Creativeone Securities, LLC
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About this Advisor
Jeremy Withers is a financial advisor based in Leawood, Kansas with a total of 5 years of relevant experience. Withers is currently employed by Creativeone Securities, LLC. Over the course of their career, they have held roles at Atlantic Coast Advisory Group, Ing Financial Partners Inc, Withers Crest, Transamerica Financial Advisors, Inc, Client One Securities, LLC and Signator Investors, Inc. Withers holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in South Carolina. Creativeone Securities, LLC is a registered investment firm that has its headquarters in Leawood, KS. It has offices in 125 locations and a total of 180 employees. It administers $2 billion in assets among its 20,986 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 20,986 client accounts, 17% are held by high-net-worth individuals who have at least $1 million in investable assets. Creativeone Securities, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees are based on which services the firm provides the client. Fees billed by Creativeone Securities, LLC can include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Securities, LLC Brokerage Details
$1,716,928,244
180
20,986
$81,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeremy Withers Work History
Jeremy has been registered as a financial advisor for 5 years.*
Client One Securities, LLC
Withers Crest
Atlantic Coast Advisory Group
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Ing Financial Partners Inc
*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 Jeremy Withers 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 Securities, LLC
Leawood, KS
Leawood, KS
Owings Mills, MD
Leawood, KS
Leawood, KS
Englewood, CO
Leawood, KS
Jefferson City, MO
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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