Jeremy Lee Guay

Current Employers

Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2019-09-23

ID RA
APPROVED

Since 2019-09-23

Branch Locations

Meridian, ID • United States

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Boise	ID	04/2016	11/2016
Wells Fargo Clearing Services, Llc	Boise	ID	11/2016	09/2019
Clear Creek Financial Management, Llc	Silverdale	WA	09/2019	Present

04/2016 → 11/2016

Wells Fargo Advisors, Llc

Boise, ID
11/2016 → 09/2019

Wells Fargo Clearing Services, Llc

Boise, ID
09/2019 → Present

Clear Creek Financial Management, Llc

Silverdale, WA

Previous Registrations

2016-04-05 → 2019-09-25

Wells Fargo Clearing Services, Llc

Boise, ID

Boise, ID

Boise, ID

Boise, ID

Garden City, ID

Boise, ID

Boise, ID

Nampa, ID

Boise, ID
2010-10-26 → 2016-04-05

Key Investment Services Llc

Tacoma, WA

Meridian, ID

Nampa, ID

Meridian, ID

Eagle, ID

Denver, CO

Meridian, ID
2009-05-28 → 2010-10-15

Edward Jones

St Louis, MO

Meridian, ID

Boise, ID

Meridian, ID

Meridian, ID
2004-05-07 → 2005-05-16

Morgan Stanley Dw Inc.

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-05-15

S66 Uniform Combined State Law Examination

2009-05-15

Other Names

Jeremy L. Guay
Jeremy L Guay

View on SEC IAPD