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Jonathan R Creighton

DAI Wealth, LLC

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About Jonathan R Creighton

Jonathan Creighton is an investment advisor representative at Dai Wealth, LLC. He has been in the financial services industry since 2009. Jonathan has a Series 63, 65, 7, and SIE. Jonathan has a strong background in real estate and has been a real estate broker since 1981. Jonathan's experience includes working with high-net-worth individuals, corporations, and charitable organizations. Jonathan is also a licensed insurance agent and offers insurance services to his clients when appropriate. DAI Wealth, LLC is a registered investment advisor that provides financial planning, portfolio management, and other investment-related services. DAI Wealth, LLC has approximately $152.5 million in assets under management.

Firm Information

Jonathan Creighton is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

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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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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other

Referral fees

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Jonathan Creighton’s Registration & Firm History

MA

04/22/2021 - Present

DAI Wealth, LLC (Hingham MA)

MA

05/19/2011 - 01/14/2020

CONCORDE INVESTMENT SERVICES, LLC (HINGHAM MA)

MA

08/27/2009 - 04/27/2011

OMNI BROKERAGE, INC. (HINGHAM MA)

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Licenses & Designations

IA

Issued 10/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan R Creighton.
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