Jack
Thomas
Clear Creek Financial Management, LLC
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About this Advisor
Jack Thomas is a financial advisor based in Boise, Idaho, working with Clear Creek Financial Management, LLC. Jack has previously held positions at Independent Financial Group and Clear Creek Financial Management, LLC. Jack has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, Jack is part of Clear Creek Financial Management, LLC, which operates out of Boise, Idaho. The firm has 24 offices and 35 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Clear Creek Financial Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clear Creek Financial Management, LLC Brokerage Details
$1,182,570,272
35
7,901
$149,673
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
Clear Creek Financial Management, LLC
Independent Financial Group
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
Loomis, CA
Silverdale, WA
Meridian, ID
Silverdale, WA
Silverdale, WA
Silverdale, WA
Silverdale, WA
Silverdale, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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