Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Thomas is an Investment Advisor Representative at Clear Creek Financial Management, LLC. Jack has been in the industry for over 25 years. Jack has a strong background in securities trading and financial planning. Jack has passed the Series 7, 24, 55, 63, and 65 exams. Jack has a strong track record of providing clients with personalized investment advice. Prior to working at Clear Creek Financial Management, LLC, Jack was an Advisor Representative at Independent Financial Group. Jack's experience at these firms has allowed Jack to gain a deep understanding of the financial markets and to develop a comprehensive approach to wealth management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
11/01/2022 - Present
Clear Creek Financial Management, LLC (Boise ID)
ID
03/01/2010 - 11/01/2022
INDEPENDENT FINANCIAL GROUP, LLC (Boise ID)
ID
08/15/2005 - 03/05/2010
AFA FINANCIAL GROUP, LLC (BOISE ID)
CO
05/13/2005 - 08/19/2005
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
CA
03/20/2000 - 05/15/2003
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
TX
03/24/1997 - 09/07/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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