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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kelley is an investment advisor representative with Clear Creek Financial Management, LLC. Jason has been in the industry for several years and has earned the Series 65 license. Jason Kelley has experience in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals and Selection of Other Advisers, Portfolio Management for Individuals, Portfolio Management for Businesses. Jason Kelley is registered to provide investment advisory services in California and Washington.
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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CA
04/26/2021 - Present
Clear Creek Financial Management, LLC (Santa Rosa CA)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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