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RIA / WealthAdvisor24 years in industry

JONATHAN P ENGLISH

Advisor at CREATIVEONE WEALTH, LLC

Katy, TX | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:ed551bef-000b-768c-fb64-3d234334a6a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Sep 20, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 28, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66|S65
First exam: Nov 28, 2001
First registration: Sep 20, 2002
Dual registered: no
Other names: JON P ENGLISH|JONATHAN PARKER ENGLISH|JONATHAN P ENGLISH
IAPD individual key: 4371304

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE WEALTH, LLC	Independent wealth	Sep 2, 2025	n/a	yes	OVERLAND PARK, KS\|Katy, TX	Current employment
FOUNDATIONS INVESTMENT ADVISORS LLC	Independent wealth	Jun 28, 2023	Sep 2, 2025	no	Katy, TX\|PHOENIX, AZ	Previous registration
AWM FINANCIAL SERVICES INC.	Independent wealth	Jan 9, 2023	May 1, 2023	no	THE WOODLANDS, TX	Previous registration
PORTFOLIO DYNAMIX	State registered	Sep 15, 2022	Apr 26, 2023	no	THE WOODLANDS, TX	Previous registration
CORDA INVESTMENT MANAGEMENT, LLC	Independent wealth	Jul 24, 2012	Apr 20, 2022	no	HOUSTON, TX	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	May 15, 2003	Oct 12, 2004	no	PLANO, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 20, 2002	Apr 25, 2003	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FOUNDATIONS INVESTMENT ADVISORS LLC	CREATIVEONE WEALTH, LLC	Sep 2, 2025	Sep 2, 2025	0	Firm change	RIA to RIA
AWM FINANCIAL SERVICES INC.	FOUNDATIONS INVESTMENT ADVISORS LLC	May 1, 2023	Jun 28, 2023	58	Firm change	RIA to RIA
PORTFOLIO DYNAMIX	AWM FINANCIAL SERVICES INC.	Apr 26, 2023	Jan 9, 2023	-107	Firm change after gap	Other
CORDA INVESTMENT MANAGEMENT, LLC	PORTFOLIO DYNAMIX	Apr 20, 2022	Sep 15, 2022	148	Firm change	RIA to state RIA
BANC ONE SECURITIES CORPORATION	CORDA INVESTMENT MANAGEMENT, LLC	Oct 12, 2004	Jul 24, 2012	2,842	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	BANC ONE SECURITIES CORPORATION	Apr 25, 2003	May 15, 2003	20	Firm change	Other

Relationships

Registered with (7)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ FOUNDATIONS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Jun 28, 2023 to Sep 2, 2025factForm ADV
→ AWM FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 9, 2023 to May 1, 2023factForm ADV
→ PORTFOLIO DYNAMIXRegistered adviserregistration: previous registration
Sep 15, 2022 to Apr 26, 2023factForm ADV
→ CORDA INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 24, 2012 to Apr 20, 2022factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 15, 2003 to Oct 12, 2004factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 20, 2002 to Apr 25, 2003factForm ADV

Dated events

Occurred
Sep 2, 2025
Advisor changed firm
Jonathan P English left Foundations Investment Advisors Llc for Creativeone Wealth, Llc (registered 2025-09-02)
Form ADVobserved 6 days ago
Occurred
May 1, 2023
Advisor changed firm
Jonathan P English left Awm Financial Services Inc. for Foundations Investment Advisors Llc (registered 2023-06-28)
Form ADVobserved 6 days ago
Occurred
Apr 26, 2023
Advisor changed firm
Jonathan P English left Portfolio Dynamix for Awm Financial Services Inc. (registered 2023-01-09)
Form ADVobserved 6 days ago
Occurred
Apr 20, 2022
Advisor changed firm
Jonathan P English left Corda Investment Management, Llc for Portfolio Dynamix (registered 2022-09-15)
Form ADVobserved 6 days ago