Jacob
Nye

Clear Creek Financial Management, LLC

CRD#7887107
Investment Advisor
in Meridian, ID

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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

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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 (1 year)

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

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

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