JT
Jack Thomas
CLEAR CREEK FINANCIAL MANAGEMENT
Boise, ID 83702
Some features on this profile are disabled
CRD#: 2773136
JT
Professional summary
Jack Thomas, who also goes by Jack N/a Thomas, is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Boise, Idaho.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jack has worked at 7 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack N/a Thomas
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) JACK THOMAS FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 11/13/2019 ADDRESS: 910 W Main Street #360, Boise ID 83702, United States DESCRIPTION: 100% OWNER OF JACK THOMAS FINANCIAL USED FOR MARKETING SECURITIES AND ADVISORY SERVICES SINCE 2019. (2) JACK THOMAS FINANCIAL - INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 910 W Main St., Ste. 354, Boise ID 83702, United States DESCRIPTION: Insurance Licensed in Idaho, Wyoming, Nevada and California to offer life, health and disability insurance. (3) CORDILLERA WEALTH ALLIANCE, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 2643 S Swallowtail Lane, Boise ID 83706, United States DESCRIPTION: 100% owner of Cordillera Wealth Alliance, LLC. This is an S corp for tax purposes where all of my business earnings are reported, fixed and variable expense, salaries paid etc.
CRS (Client Relationship Summary) - RIA
Click below to view Jack Thomas's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2022 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: 910 W Main St, Ste 354, Boise, ID 83702RIA
CRD#: 170602
Boise, ID
Past
March 1, 2010 - November 1, 2022
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
Boise, ID
Past
March 1, 2010 - November 1, 2022
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Boise, ID
Past
May 9, 2008 - March 5, 2010
AFA ADVISOR SERVICES LLC
RIA
CRD#: 129104
BOISE, ID
Past
August 15, 2005 - March 5, 2010
AFA FINANCIAL GROUP, LLC
BD
CRD#: 127648
BOISE, ID
Past
May 13, 2005 - August 19, 2005
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
GREENWOOD VILLAGE, CO
Past
March 20, 2000 - May 15, 2003
W.R. HAMBRECHT + CO., LLC
BD
CRD#: 45040
SAN FRANCISCO, CA
Past
March 24, 1997 - September 7, 1999
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(11/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/24/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9361 Bayshore Drive Nw, Silverdale, WA 98383
Mailing Address
Phone number
(360) 308-8239
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,596 |
| AUM (Assets Under Management) | $ 1,474,429,922 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
