Jack Thomas

26 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Clear Creek Financial Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

3,783 clients

Average Client Portfolio

$390K average

Assets Under Management

$1.5B

Fee Structure

Location

910 W Main St, Ste 354, Boise, ID, 83702

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2010

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jack is the 100% owner of Jack Thomas Financial, used for marketing securities and advisory services, taking about a quarter of his time. He is also insurance licensed in multiple states to offer life, health, and disability insurance, dedicating minimal time to this.