Jaime Gaona, financial advisor Lenexa KS

Jaime Gaona

CRD Number: 6265143
Current Firm: Creative Financial Designs, Inc.

Jaime Gaona (CRD# 6265143) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 10 years of experience in the finance industry.

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Creative Planning
Company Name Location Dates Years
Cfd Investments Kokomo, IN Jan 2022 - Current 2
Creative Financial Designs Kokomo, IN Jan 2022 - Current 2
Edward Jones St. Louis, MO Nov 2013 - Jan 2022 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jaime J. Gaona
Phone Number: 765-453-9600
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    1,710
    MILLIONS
  • Total Number of Accounts
    11,616
    ACCOUNTS
  • Average Account Value
    $147,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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