Privacy Policy and Disclaimers for

Who is Jim

This website is run by Jim Winokur. Jim holds FINRA Series 65, 6, and 63 securities registrations as well as a Life & Health Insurance License. As an Investment Advisor Representative, Jim provides services to assist clients in reaching their financial goals. Jim also has an M.A. in International Development from American University, Washington D.C.

The website address is:

Legal Disclaimers

Jim Winokur is an Investment Advisor Representative with CreativeOne Wealth, an SEC-registered Investment Advisor.

Jim Winokur is authorized to conduct life insurance and securities business in Utah and may be licensed in other states. He cannot conduct life insurance or securities business in states in which he is not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Investing involves risk, including the potential loss of principal.

What Personal Data We Collect and Why We Collect It


When visitors leave comments on the site, we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here. After approval of your comment, your profile picture is visible to the public in the context of your comment.


If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.


If you leave a comment on our site, you may opt-in to saving your name, email address, and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

Embedded Content from Other Websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

How Long We Retain Your Data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

What Rights You Have Over Your Data

If you have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Your Contact Information

We can be reached by mail:

Jim Winokur, RFC
CreativeOne Wealth
6330 Sprint Pkwy, Suite 400
Overland Park, KS 66211
P: 888.798.2360
F: 913.661.1138

Or by phone:
C: +1 435-990-7844

Or by electronic mail (e-mail):

Note: This website allows users to complete an application, book an appointment, or join a newsletter, but there are no logins or accounts.