Jacob
Nye

Clear Creek Financial Management, LLC

CRD#7887107
Investment Advisor
in Meridian, ID

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jacob Nye is a financial advisor based in Meridian, Idaho, working with Clear Creek Financial Management, LLC. Jacob has previously held positions as a student, at Envi Pest And Lawn, as a missionary, at Evo Automation, Spire Outsourcing, Treasure Valley Financial Planning, and Clear Creek Financial Management. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Jacob is part of Clear Creek Financial Management, LLC, which operates out of Meridian, 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1817 N Lakes Pl Suite 100
Meridian, ID 83646

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Clear Creek Financial Management, LLC Brokerage Details

Total Assets Under Management

$1,182,570,272

ID Average: $3,566,627,242
Total Number of Employees

35

ID Average: 46
Total Number of Accounts

7,901

ID Average: 1,499
Average Account Size

$149,673

ID Average: $2,379,338

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

Jacob Nye Work History

2023 - Present (2 years)

Clear Creek Financial Management

2023 - 2023 (< 1 year)

Spire Outsourcing

2023 - 2023 (< 1 year)

Treasure Valley Financial Planning

2020 - 2023 (3 years)

Evo Automation

2018 - 2020 (2 years)

Missionary

2017 - 2018 (1 year)

Envi Pest And Lawn

2014 - 2017 (3 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jacob Nye 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

Christopher Shuba
Loomis, CA
Cameron Swindler
Silverdale, WA
Joseph Gates
Silverdale, WA
Benjamin Warren
Silverdale, WA
Brian Deely
Silverdale, WA
Jacob Nye
Meridian, ID
Kent Owings
Silverdale, WA
Dustin Michaelson
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started