Jack Thomas

Current Employers

Employment History

• 03/2010 → 11/2022
  Independent Financial Group
  San Diego, CA
• 11/2022 → Present
  Clear Creek Financial Management, Llc
  Silverdale, WA

Previous Registrations

• 2010-03-01 → 2022-11-01
  Independent Financial Group, Llc
  Eagle, ID
  San Diego, CA
  San Diego, CA
  Boise, ID
  Boise, ID
• 2008-05-09 → 2010-03-05
  Afa Advisor Services Llc
  Boise, ID
  Calabasas, CA

Other Businesses

(1) JACK THOMAS FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 30 START DATE: 11/13/2019 ADDRESS: 910 W Main Street #360, Boise ID 83702, United States DESCRIPTION: 100% OWNER OF JACK THOMAS FINANCIAL USED FOR MARKETING SECURITIES AND ADVISORY SERVICES SINCE 2019. (2) JACK THOMAS FINANCIAL - INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2019 ADDRESS: 910 W Main St., Ste. 354, Boise ID 83702, United States DESCRIPTION: Insurance Licensed in Idaho, Wyoming, Nevada and California to offer life, health and disability insurance. (3) CORDILLERA WEALTH ALLIANCE, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 2643 S Swallowtail Lane, Boise ID 83706, United States DESCRIPTION: 100% owner of Cordillera Wealth Alliance, LLC. This is an S corp for tax purposes where all of my business earnings are reported, fixed and variable expense, salaries paid etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-08
• S63 Uniform Securities Agent State Law Examination
  1997-04-09

Other Names

• Jack Thomas
• Jack N/A Thomas