Jacob
Clark
Clearwater Capital Partners
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About this Advisor
Jacob Clark is a financial advisor based in Hoffman Estates, Illinois, working with Clearwater Capital Partners. Jacob has previously held positions at Clearwater Capital Partners, Tesla Inc, Federated Bank, Tranel Financial Group, Illinois State University, and Iroquois West High School. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Jacob is part of Clearwater Capital Partners, which operates out of Hoffman Estates, Illinois. The firm has 18 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Clearwater Capital Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clearwater Capital Partners Brokerage Details
$1,232,116,038
18
2,482
$496,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jacob Clark Work History
Clearwater Capital Partners
Tesla Inc
Federated Bank
Tranel Financial Group
Federated Bank
Federated Bank
Illinois State University
Iroquois West High School
Disclosures
Please visit the SEC profile of Jacob Clark 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 Clearwater Capital Partners
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
Hoffman Estates, IL
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