Jared Reese
Jared Reese is a registered investment advisor at Clear Creek Financial Management, LLC, based in Meridian, ID, with 15 years of industry experience. Jared 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
3597 E. Monarch Sky Lane, Suite 240, Meridian, ID, 83646
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jared is involved in non-variable insurance sales through Strive Wealth & Protection Planning, LLC, focusing on fixed life, fixed annuities, and health insurance. He is also a board member of the Arid Club.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Oneamerica Securities, INC.
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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