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Jason Ross Lund

Creativeone Securities, LLC

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About Jason Ross Lund

Jason Lund is a financial advisor who is currently registered with Creativeone Securities, LLC. Jason is a registered Investment Advisor Representative in the state of California. Jason previously worked at other firms including INFINITY FINANCIAL SERVICES, QUESTAR CAPITAL CORPORATION, INTERSECURITIES, INC., 1717 CAPITAL MANAGEMENT COMPANY, PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Jason has passed the Series 6, Series 63 and Series 65 exams. Jason has experience with financial planning, portfolio management, and selection of other advisors. Jason Lund is based in Overland Park, Kansas.

Firm Information

Jason Lund 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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Jason Lund’s Registration & Firm History

KS

12/02/2015 - Present

Creativeone Securities, LLC (Overland Park KS)

CA

05/24/2010 - 06/29/2010

INFINITY FINANCIAL SERVICES (MURRIETTA CA)

CA

01/10/2008 - 05/13/2010

QUESTAR CAPITAL CORPORATION (MURRIETA CA)

CA

12/19/2000 - 01/22/2008

INTERSECURITIES, INC. (MURRIETA CA)

DE

11/14/1994 - 12/22/2000

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

NJ

12/03/1990 - 08/24/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

12/03/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 12/01/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Ross Lund.
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