Jack
Thomas
Clear Creek Financial Management, LLC
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About this Advisor
Jack Thomas is a financial advisor working out of Boise, Idaho with a total of 1 year of industry experience. Thomas works at Clear Creek Financial Management, LLC. The advisor has gained experience at Independent Financial Group and Clear Creek Financial Management, LLC. Thomas holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Idaho. Clear Creek Financial Management, LLC is a financial advisory firm operating out of Silverdale, WA. The firm has offices in 20 locations and a total of 37 financial advisors. It has $901 million in assets among its 4,682 accounts, placing it among the larger firms in the nation by assets under management. Of its 4,682 customer accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees vary depending on which services are offered. However, fees billed by Clear Creek Financial Management, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Creek Financial Management, LLC Brokerage Details
$901,224,063
37
4,682
$192,487
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jack Thomas Work History
Jack has been registered as a financial advisor for 1 years.*
Clear Creek Financial Management, LLC
Independent Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clear Creek Financial Management, LLC
Silverdale, WA
Silverdale, WA
Silverdale, WA
Silverdale, WA
Loomis, CA
Meridian, ID
Denver, CO
Meridian, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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