Jason Stewart Kehler
Advisor at Creativeone Wealth, LLC — Acworth, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Acworth, GA 30101
Creativeone Wealth, LLC
Multi-team
Jason Kehler is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AE Wealth Management, Madison Avenue Securities, and Principal Securities. Outside of financial services, Jason works as a stuntman in TV shows and movies through his long-term involvement with the Screen Actors Guild and is also the owner of Kingdom Boardroom, a business coaching and speaking venture. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm employs a primarily discretionary approach using proprietary models, third-party managers, and a blend of ETFs, mutual funds, and individual securities to serve a diverse client base including high-net-worth individuals.
Based on Creativeone Wealth, LLC
Based on Creativeone Wealth, LLC
Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.
$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions
Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.
Hourly rates for financial planning services disclosed in agreement and negotiable.
Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.
Acworth, GA
4439 Carnes St, #5
Acworth GA 30101
Advisors at this office
1
Georgia
16 years of industry experience
CreativeOne Wealth
2023 - Present • 3 years
Overland Park, KS
CreativeOne Securities, LLC
2023 - Present • 3 years
Overland Park, KS
AE Wealth Management, LLC
2019 - 2022 • 3 years
Topeka, KS
Madison Avenue Securities, LLC
2019 - 2022 • 3 years
San Diego, CA
EPHAS LLC, DBA EPHAS Financial
2016 - Present • 10 years
Atlanta, GA
Principal Securities, INC
2015 - 2019 • 4 years
Atlanta, GA
Principal Securities, INC
2010 - 2019 • 9 years
Atlanta, GA
Screen Actors Guild
2009 - Present • 17 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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