Jason Skifstad
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 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
Bremerton, WA
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Regulatory History (1)
Regulatory
August 2021Other 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
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Edward Jones
Edward JonesBroker
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.