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Eric Jason Judy

Creativeone Securities, LLC

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About Eric Jason Judy

Eric Judy is an investment advisor representative at Creativeone Securities, LLC with experience in the financial industry since 2009. Eric has been registered with the state of Illinois since 2016 and is also registered in Arizona. Eric has held various positions at other financial firms, including AXA Advisors, LLC, Global Financial Private Capital, Eric Judy Financial, and Judy Financial Group, INC. Eric provides financial planning and portfolio management services for individuals and businesses. Eric also provides financial services through Judy Financial Group, INC, which focuses on retirement income planning, fixed and indexed annuities, life insurance, health insurance, and Medicare.

Firm Information

Eric Judy is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Judy’s Registration & Firm History

IL

04/13/2016 - Present

Creativeone Securities, LLC (SPRINGFIELD IL)

IL

01/22/2009 - 03/03/2010

AXA ADVISORS, LLC (SPRINGFIELD IL)

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Licenses & Designations

BOTH

Issued 02/12/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Jason Judy.
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