Jeremy
Guay

Clear Creek Financial Management, LLC

CRD#4756291
Investment Advisor
in Meridian, ID

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About this Advisor

Jeremy Guay is a financial advisor based out of Meridian, Idaho who has 4 years of industry experience. Guay currently works for Clear Creek Financial Management, LLC. During their career, Guay has held roles at Key Investment Services, Wells Fargo Clearing Services, LLC, Clear Creek Financial Management, LLC and Wells Fargo Advisors, LLC. Guay has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Idaho. Clear Creek Financial Management, LLC is a firm based out of Silverdale, WA. It has offices in 20 locations and a total of 37 financial advisors. It controls $901 million in assets across its 4,682 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 4,682 customer accounts, 34% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Clear Creek Financial Management, LLC provides a number 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. Fees for financial management typically are based on which services the firm provides the client. Fees billed by Clear Creek Financial Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

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

Meridian, ID

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Clear Creek Financial Management, LLC Brokerage Details

Total Assets Under Management

$901,224,063

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

37

ID Average: 46
Total Number of Accounts

4,682

ID Average: 1,499
Average Account Size

$192,487

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

Jeremy Guay Work History

Jeremy has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Clear Creek Financial Management, LLC

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2010 - 2016 (6 years)

Key Investment Services

*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 Jeremy Guay 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

Dustin Michaelson
Silverdale, WA
Joseph Mallen
Loomis, CA
Kent Owings
Silverdale, WA
William Boomer
Silverdale, WA
Kevin Wiley
Silverdale, WA
Sean West
Meridian, ID
Terrance Oneil
Langley, WA
Christopher Shuba
Loomis, CA

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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