Jared Matthew Houseman

Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 04/2024
  Cadaret, Grant & Co., Inc.
  Sherrill, NY
• 05/2011 → 12/2019
  Chandler & Edem Financial Consultants
  Sherrill, NY
• 05/2024 → Present
  Cfd Investments
  Kokomo, IN
• 05/2024 → Present
  Creative Financial Designs
  Kokomo, IN

Previous Registrations

• 2021-05-04 → 2024-05-01
  Cadaret, Grant & Co., Inc.
  Kirkville, NY
  Sherrill, NY

Other Businesses

1) INSURANCE SALES; Investment Related;475 Sherrill Rd, Sherrill, Ny, 13461; Insurance Sales (primarily life Insurance); Sole Proprietor/ Insurance Agent; 2009;20 hours per month; 20 hours per month; educate, recommend, and sell insurance products to clients direct with insurance carriers (like Guardian Life) or through GA's (like Ash Brokerage) 2) DBA: SOUND MIND FINANCIAL LLC, Investment Related; 475 Sherrill Rd, Sherrill, NY, 13461; FINANCIAL ADVISER;1/1/2020; 200 per month; 160 per month; Work under its DBA 3) New Life Christian School Board of Education; Not Investment Related; 1528 River Road, Hamilton, NY 13346; Board Member; 1/13/2025; 2 hours/month; 0 hours/ month; Help shape the mission & strategic direction of the school and ensure leadership & adequate resources for the school.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-16

Designations

• Certified Financial Planner