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Jeffrey Allen Creek

Investment Adviser Representative at Oneseven

Cincinnati, OHCRD #1762905Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Allen Creek is an investment adviser representative with Oneseven in Cincinnati, OH, where they have been registered since 2022. They have worked in the securities industry since 2004 and have been registered with 3 firms, including Callahan Financial and Hengehold Capital Management LLC. They have passed 5 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.

Office

9428 Kenwood Road
Cincinnati, OH 45242

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/8/1988
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/19/2017
PC
AMEX Put and Call Exam
Passed 7/5/1988
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 11/28/1994

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

OnesevenCurrent
10/31/2022 – Cincinnati, OH
Callahan Financial
2/14/2017 – 3/31/2023Cincinnati, OH
Hengehold Capital Management LLC
12/16/2014 – 9/11/2015Cincinnati, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed
    Sep 2015 – Nov 2016Cincinnati, OH
  2. LPL Financial, LLC
    Nov 2016 – Oct 2022Cincinnati, OH
  3. WealthCor LLC dba Callahan Financial
    Jan 2017 – Oct 2022Cincinnati, OH
  4. MGO One Seven dba Callahan Financial
    Oct 2022 – no end date reportedCincinnati, OH

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Oneseven

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
118
Offices listed on AdvisorFinder:
27
Main office:
Beachwood, OH
SEC file number:
801-107829

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 22, 2026

View full firm profile

Other advisors at Oneseven

Showing 12 of 118 in the directory

View Oneseven firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Allen Creek has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jeffrey Allen Creek (Oneseven) - Fees & Credentials