Jared Brant Reese

Employer firm

Clear Creek Financial Management, LLC CRD 170602

$1.86B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Clear Creek Financial Management, Llc
  Silverdale, WA

Previous Registrations

• 2011-09-20 → 2015-07-08
  Oneamerica Securities, Inc.
  Nampa, ID
  Boise, ID
  Nampa, ID
  Nampa, ID
  Nampa, ID

Other Businesses

NON-VARIABLE INSURANCE SALES (FIXED LIFE, FIXED ANNUITIES, HEALTH)**OWNER: STRIVE WEALTH & PROTECTION PLANNING, LLC - INSURANCE SALES**BOARD MEMBER: ARID CLUB

Exams

• S66 Uniform Combined State Law Examination
  2011-09-19

Other Names

• Jed Brant Reese