Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Nye is an Investment Advisor Representative with Clear Creek Financial Management, LLC. Jacob is registered in Idaho. Jacob has been in the financial services industry since 2014. Jacob has passed the Series 65 exam, Uniform Investment Adviser Law Examination, and has specialized in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisors, Portfolio Management for Individuals, and Portfolio Management for Investment Companies. Jacob is also registered with the state of Idaho. Jacob has a history of employment with various companies, including Envi Pest and Lawn, Evo Automation, Spire Outsourcing, and Treasure Valley Financial Planning. Clear Creek Financial Management, LLC is a registered investment advisor with offices in Silverdale, WA, and Meridian, ID. They have a strong commitment to helping individuals and families achieve their financial goals. They offer a wide range of services, including financial planning, investment management, and retirement planning. They are committed to providing their clients with personalized service and sound financial advice.
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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WA
03/11/2024 - Present
Clear Creek Financial Management, LLC (SILVERDALE WA)
IA
Issued 02/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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