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Detailed Report
JONATHAN COLBY WINSLOW
CRD#: 5887786
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Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 ALTAMONTE SPRINGS, FL
Registration History
201220142016201820202022202420262 FIRMS2011 - 2015 (3 years)IACREATIVE PLANNING (CRD# 105348)2017 - Present (7 years)IAWATER OAK ADVISORS, LLC (CRD# 140486)2015 - 2017 (2 years)IARESOURCES INVESTMENT ADVISORS (CRD# 106766)2015 - 2015 (<1 year)IAINDEPENDENT FINANCIAL PARTNERS (CRD# 125112)2013 - 2015 (1 year)IAJACKSON WEALTH MANAGEMENT, LLC (CRD# 147642)2011 - 2011 (<1 year)
License(s)

State Registrations

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Florida 11/13/2017
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Texas 8/28/2023
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
ALTAMONTE SPRINGS, FL
Registered with this firm since 11/13/2017
Previous Registration(s)
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 04/06/2015 - 11/07/2017 WATER OAK ADVISORS, LLC (CRD#:140486) WINTER PARK, FL
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 01/05/2015 - 04/16/2015 RESOURCES INVESTMENT ADVISORS (CRD#:106766) WINTER PARK, FL
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 10/28/2013 - 04/02/2015 INDEPENDENT FINANCIAL PARTNERS (CRD#:125112) WINTERPARK, FL
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 08/10/2011 - 04/01/2015 LPL FINANCIAL LLC (CRD#:6413) WINTER PARK, FL
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 06/10/2011 - 04/01/2015 LPL FINANCIAL LLC (CRD#:6413) WINTER PARK, FL
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 03/04/2011 - 04/01/2011 JACKSON WEALTH MANAGEMENT, LLC (CRD#:147642) HEATHROW, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.