Jack Thomas
Jack Thomas is a registered investment advisor at Clear Creek Financial Management, LLC, based in Boise, ID, with 27 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,003 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.
Fee Estimator
Location
910 W Main St, Ste 354, Boise, ID, 83702
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other 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.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
United Securities Alliance, INC.Broker
W.R. Hambrecht + CO., LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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