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John Paul Fountain

Palomar Advisors Inc.

Temecula, CA

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Current Employers
Palomar Advisors Inc.

Temecula, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-13
TX RA APPROVED_RES 2020-01-15
  • CA RA
    APPROVED
    Since 2025-08-13
  • TX RA
    APPROVED_RES
    Since 2020-01-15

Branch Locations

Temecula, CA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Creative Wealth Group/Dba Creative Wealth & Insurance Solutions Temecula CA 03/2015 Present
Ameritas Investment Corp Lincoln NE 04/2016 11/2016
Ameritas Life Insurance Corp Lincoln NE 03/2016 11/2016
Palomar Advisors Inc. (F/K/A Creative Benefits Inc.) Temecula CA 09/2016 Present
  • 03/2015 → Present
    Creative Wealth Group/Dba Creative Wealth & Insurance Solutions
    Temecula, CA
  • 04/2016 → 11/2016
    Ameritas Investment Corp
    Lincoln, NE
  • 03/2016 → 11/2016
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 09/2016 → Present
    Palomar Advisors Inc. (F/K/A Creative Benefits Inc.)
    Temecula, CA
Previous Registrations
  • 2016-05-11 → 2016-11-30
    Ameritas Investment Company, Llc
    Temecula, CA
    Lincoln, NE
    Chino Hills, CA
  • 2014-04-23 → 2016-03-18
    Montpelier, VT
    San Diego, CA
    San Diego, CA
  • 2010-05-07 → 2014-01-10
    San Diego, CA
  • 2002-09-18 → 2010-04-30
    Msi Financial Services, Inc.
    Murrieta, CA
Other Businesses

CREATIVE WEALTH GROUP/DBA CREATIVE WEALTH AND INSURANCE SOLUTIONS; SAME AS BRANCH; INV REL; GROUP AND INDIVIDUAL FIXED INSURANCE PRODUCT SALES; PRESIDENT/CEO; START DATE=03/2015; HRS/MO=180; TRADING HRS/MO=100; OVERSEE THE SALES, MARKETING, OPERATIONS, COMPLIANCE & BUDGET, PERSONAL SALES OF FIXED INSURANCE PRODUCTS; *CAPTIVE INSURANCE SALES; SAME AS BRANCH; NON-INV REL; RECEIVE A 20% INITIAL FINDER'S FEE AND 10% ANNUALLY OF THE ANNUAL ADMINISTRATION FROM THE CAPTIVE INSURANCE COMPANY; FINDER'S FEE; START DATE=04/2016; HRS/MO=10; TRADING HRS/MO=10; FINDING PROSPECTS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-03
S63 Uniform Securities Agent State Law Examination 1997-08-14
  • S65 Uniform Investment Adviser Law Examination
    2001-01-03
  • S63 Uniform Securities Agent State Law Examination
    1997-08-14

View on SEC IAPD

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