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Jamie Smith barber

Creative Financial Designs, Inc.

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About Jamie Smith barber

Jamie Smith barber is an investment advisor representative with Creative Financial Designs, Inc. Jamie has been in the industry since 2012 and has experience providing financial planning, portfolio management, and educational seminars. Jamie also holds several licenses including Series 7, 24, 51, and 66. Jamie is committed to providing clients with personalized financial advice and guidance.

Firm Information

Jamie Smith barber is currently registered with Creative Financial Designs, Inc.. Creative Financial Designs, Inc. is an investment advisor headquartered in Kokomo, IN. The firm provides financial planning, portfolio management, and educational seminars for individuals, businesses, charitable organizations, and pension plans. They have a team of 79 licensed agents, 149 investment adviser representatives, and 140 registered representatives, managing over $2 billion in assets for over 12,000 clients.
Creative Financial Designs, Inc.

2704 S GOYER RD

KOKOMO, IN 46902

$2.08B

Assets Under Management

140

Total Clients

140

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jamie Smith barber’s Registration & Firm History

IN

08/17/2015 - Present

Creative Financial Designs, Inc. (KOKOMO IN)

IN

10/05/2012 - 08/07/2015

WELLS FARGO ADVISORS, LLC (KOKOMO IN)

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Licenses & Designations

BOTH

Issued 11/26/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/03/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Smith barber.
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