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Jason Skifstad

Clear Creek Financial Management, LLC
17 Years of Experience
Bremerton, WA
1 Disclosure
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Jason Skifstad is a registered investment advisor at Clear Creek Financial Management, LLC, based in Bremerton, WA, with 17 years of industry experience. Jason 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.

Clear Creek Financial Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
4,003 clients
Average Client Portfolio
$464K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bremerton, WA

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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.
Regulatory
August 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jason owns rental properties in Silverdale, WA since 2000. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Waddell & ReedBroker
August 2012 - May 2020 · 7 yrs 9 mos
Waddell & Reed
August 2012 - May 2020 · 7 yrs 9 mos
Edward Jones
January 2009 - July 2012 · 3 yrs 6 mos
Edward JonesBroker
December 2008 - July 2012 · 3 yrs 7 mos
State Registrations1 state
WA
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.
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