Inactive

Jason Nicholas Kelley

Clear Creek Financial Management, LLC

CRD 7324682

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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:

Current Employers

Clear Creek Financial Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-04-26

CA RA
APPROVED

Since 2021-04-26

Branch Locations

Santa Rosa, CA • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
320 Church Network	Gainsville	GA	02/2015	07/2019
57Th Fighter Group Restaurant	Atlanta	GA	09/2016	02/2017
Rei	Alphretta	GA	06/2018	11/2018
Dropt, Inc	Roswell	GA	07/2017	07/2019
Clear Creek Financial Management	Silverdale	WA	10/2019	Present

02/2015 → 07/2019

320 Church Network

Gainsville, GA
09/2016 → 02/2017

57Th Fighter Group Restaurant

Atlanta, GA
06/2018 → 11/2018

Rei

Alphretta, GA
07/2017 → 07/2019

Dropt, Inc

Roswell, GA
10/2019 → Present

Clear Creek Financial Management

Silverdale, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-04-26

S65 Uniform Investment Adviser Law Examination

2021-04-26

View on SEC IAPD

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