JG
JG
Jeremy Guay
21 Years of Experience
Meridian, ID
2 Disclosures
Jeremy Guay is a registered investment advisor at Clear Creek Financial Management, LLC, based in Meridian, ID, with 21 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
3,783 clients
Average Client Portfolio
$390K average
Assets Under Management
$1.5B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Meridian, ID
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2013Settled
Criminal
June 1999Final Disposition
Employment History
Current Registrations
Clear Creek Financial Management, LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2016 - September 2019 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
April 2016 - September 2019 · 3 yrs 5 mos
Key Investment Services LLCBroker
October 2010 - April 2016 · 5 yrs 6 mos
Key Investment Services LLC
October 2010 - April 2016 · 5 yrs 6 mos
Edward Jones
May 2009 - October 2010 · 1 yr 5 mos
Edward JonesBroker
May 2009 - October 2010 · 1 yr 5 mos
Morgan Keegan & Company, INC.Broker
February 2007 - February 2009 · 2 yrs
Amsouth Investment Services, INC.Broker
June 2005 - February 2007 · 1 yr 8 mos
Morgan Stanley
May 2004 - May 2005 · 1 yr
Morgan Stanley Dw INC.Broker
April 2004 - May 2005 · 1 yr 1 mo
State Registrations1 state
ID
Advisor
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
No exam information available for this advisor.