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Jimmy Nash

Advisor at CreativeOne Securities, LLC

Updated today

Location

Brandon, MS

Credentials

ChFC®, Series 63, Series 65

Industry experience

46 years

About

Jimmy Nash is a financial advisor with CreativeOne Securities, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including prior roles at OneAmerica Securities, Inc., American United Life, Cetera Advisors, LLC, First Heartland Capital Inc, and Client One Securities, LLC. Outside of his advisory role, Nash is involved in family farm management through Berry Nash LLC and serves as a regional marketing director for Platinum Funding Group, focusing on life insurance sales and training. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios, utilizing fundamental and cyclical analysis alongside periodic client reviews.

Client services

Based on CreativeOne Securities, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on CreativeOne Securities, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting

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Fee options

Fixed

Fixed fees for Consulting and Financial Planning services ranging from $300 to $10,000

Commissions

Commissions received on securities and insurance product sales through C1S and Representatives

Project-based

Hourly consulting and financial planning rates ranging from $100 to $250 per hour

Subscriptions

On-going monthly retainer fee for Consulting Services ranging from $50 to $100 per month

Other

Account minimum: $25,000 for all management programs except CreativeOne Wealth, LLC Alpha UMA which requires $150,000; no minimum for financial planning and consulting services Minimum fee: Minimum fee of $300 for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning services charged on fixed fee or hourly basis, hourly rates $100 - $250/hour, fixed fees $300 to $10,000

Location

Brandon, MS

Most active in

Mississippi

Work history

CreativeOne Securities, LLC

2022 - Present (4 years)

Client One Securities, LLC

2021 - 2022 (1 year)

First Heartland Capital Inc

2019 - 2021 (2 years)

Cetera Advisors, LLC

2018 - 2019 (1 year)

OneAmerica Securities, Inc

2005 - 2018 (13 years)

American United Life

2005 - 2018 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Roger C

Series 65

Jackson, MS

Eversight Wealth LLC

Roger Collins is a financial advisor at Eversight Wealth LLC in Jackson, MS, holding a Series 65 designation with 10 years of industry experience. He has been with Eversight Wealth since 2015. Eversight Wealth provides investment management and financial planning primarily to individual clients, as well as trusts and private companies, serving mostly remote clients across the United States. The firm’s approach focuses on low-cost, globally diversified portfolios with inflation protection and employs strategies such as tax-loss harvesting, rebalancing, and tailored asset allocation, including the use of call options and other derivatives for some clients.

Tax-loss harvesting Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
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Ian M

Series 63, Series 65

Jackson, MS

Dental Wealth Partners LLC

Ian Mc Ginnis is a financial advisor at Dental Wealth Partners LLC in Jackson, MS, holding Series 63 and Series 65 designations with four years of industry experience. His prior work includes roles at Davis Private Wealth, MML Investors Services, and Northwestern Mutual. Dental Wealth Partners serves dental professionals, high-net-worth individuals, and sponsor-level retirement plans, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and dental practice valuation services. The firm emphasizes diversified asset allocation, tax-aware implementation, and ongoing portfolio monitoring, with specialized support for retirement plan governance and practice owners.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Dentist Founder/Business Owner
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Ashby F

Series 65

Ridgeland, MS

Vector Money Management Inc

Ashby Foote III is the Chief Investment Officer of Vector Money Management Inc and holds a Series 65 credential with 21 years of industry experience. He has worked at Vector Money Management since 1988. Outside of his advisory role, Foote serves as an elected City Councilman for Ward 1 of Jackson, MS, and is a board member of several nonprofit organizations, including the Institute of Technology Development, Bigger Pie Forum, Innovate Mississippi, and the Association of Graduates Investment Committee at West Point. Vector Money Management provides discretionary investment advisory and portfolio management services to individuals, trusts, corporations, institutions, foundations, and charitable organizations. The firm employs a top-down Classical Economic Model to guide sector and security selection, managing equity, balanced, and fixed-income strategies on a discretionary basis.

Active portfolio management Options & derivatives strategies
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Frank Z

Series 63, Series 65

Madison, MS

FHZ Wealth Management, LLC

Frank Zito is the sole advisor at FHZ Wealth Management, LLC in Madison, MS, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Coker & Palmer. He is also an independent insurance agent, spending minimal time on insurance sales. FHZ Wealth Management provides sub-advisory portfolio management services to third-party investment advisers, managing client accounts according to the hiring advisers' objectives and guidelines. The firm employs multiple analysis methods and strategies, focusing exclusively on serving other advisers rather than individual retail clients.

Active portfolio management

Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Inherited wealth Founder/Business Owner
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Glover R

Series 63, Series 65

Jackson, MS

Russell Wealth Management, LLC

Glover Russell is the principal of Russell Wealth Management, LLC, an independent firm based in Jackson, Mississippi. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he maintains a part-time legal practice focusing on estate planning, probate, and trust litigation. Russell Wealth Management provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm emphasizes risk-adjusted returns through fundamental security analysis with a long-term value orientation, tailoring portfolio management to each client’s objectives.

Wealth management
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