James Winokur

Current Employers

Employment History

• 11/2015 → 12/2020
  Oneamerica Securities
  Cottonwood Heights, UT
• 12/2020 → 01/2021
  Townsquare Capital
  Provo, UT
• 01/2021 → 05/2023
  Ars Investment Advisors, Inc.
  Bountiful, UT
• 01/2021 → 05/2023
  Advanced Retirement Strategies
  Bountiful, UT
• 08/2023 → 09/2024
  Creativeone Wealth
  Overland Park, KS
• 08/2023 → Present
  Win Retirement Solutions
  Midvale, UT
• 03/2012 → Present
  James Winokur
  Midvale, UT
• 09/2024 → 02/2025
  Creative Resources Investment Advisors, Llc
  Cranston, RI
• 02/2025 → 06/2026
  Creativeone Wealth, Llc
  Overland Park, KS
• 06/2026 → Present
  Equity Services Inc
  Montpelier, VT
• 06/2026 → Present
  Nationallife Group
  South Jordan, UT

Previous Registrations

• 2025-03-03 → 2026-06-25
  Creativeone Wealth, Llc
  Overland Park, KS
  Midvale, UT
• 2023-08-29 → 2024-10-11
  Creativeone Wealth, Llc
  Overland Park, KS
  Midvale, UT
• 2021-01-19 → 2023-05-17
  Ars Investment Advisors, Inc.
  Kaysville, UT
• 2020-12-11 → 2021-01-12
  Townsquare Capital, Llc
  Midvale, UT
  Lehi, UT
• 2016-03-15 → 2020-12-23
  Oneamerica Securities, Inc.
  Cottonwood Heights, UT
  Indianapolis, IN

Other Businesses

*JIM WINOKUR,6884 S COURTYWOODS CIR,MIDVALE, UT 84047,07/01/2026,ONGOING,PRINCIPAL/AGENT,INV REL,DURING TRD/HRS,20%*CAMBRIDGE FINANCIAL NETWORK,10813 S RIVER FRONT PKWY #250, SOUTH JORDAN, UT 84095,ONGOING, INV REL, DURING TRD/HRS,INSURANCE,AGENT,40 HRS/WK*WIN RETIREMENT SOLUTIONS, 6884 S COUNTRYWOOD CIR,MIDVALE, UT 84047,07/01/2026, ONGOING, INV REL, DURING TRD/HRS, INSURANCE, AGENT,20%.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-10
• S65 Uniform Investment Adviser Law Examination
  2015-10-30

Other Names

• Jim Winokur
• James Scott Winokur
• James S Winokur