Jared Josiah Cales

Current Employers

Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-08-18

FL RA
APPROVED

Since 2021-08-18

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

717 S 8Th St Suite A, Fernandina Beach, FL 32034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Petros Estate And Retirement Planning, Llc	Jacksonville	FL	05/2015	08/2021
Petros Advisory Services, Llc	Jacksonville	FL	10/2017	08/2021
Woman's Worth, Llc	Jacksonville	FL	05/2015	08/2021
Changepath, Llc	Leawood	KS	08/2021	Present

05/2015 → 08/2021

Petros Estate And Retirement Planning, Llc

Jacksonville, FL
10/2017 → 08/2021

Petros Advisory Services, Llc

Jacksonville, FL
05/2015 → 08/2021

Woman's Worth, Llc

Jacksonville, FL
08/2021 → Present

Changepath, Llc

Leawood, KS

Previous Registrations

2017-11-03 → 2021-08-24

Petros Advisory Services, Llc

Jacksonville, FL

Other Businesses

1. PHILEO ADVISORY - DBA, NOT INVESTMENT RELATED; 76853 TIMBERCREEK BLVD., YULEE FL 32097; OWNER; SINCE 08/2021; APX 5 HOURS PER MONTH, ALL OF WHICH ARE DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-07-06

S65 Uniform Investment Adviser Law Examination

2017-07-06

View on SEC IAPD

Current Employers

Creativeone Wealth, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews