Jonathan Belnap
Jonathan Belnap is a registered investment advisor at Clear Creek Financial Management, LLC, based in Silverdale, WA, with 17 years of industry experience. Jonathan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
9361 Bayshore Drive Nw, Silverdale, WA, 98383
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2009Other Business ActivitiesSells Insurance
Jonathan is the president of Belnap Enterprises, LLC, dedicating minimal time. He also works as an insurance agent selling insurance, spending minimal time on this activity.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Chase Investment Services CORP.Broker
Wamu Investments, 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.