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Jacob Matthew Clark

Clearwater Capital Partners

Hoffman Estates, IL

CRD 7112396

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Employer firm

Clearwater Capital Partners CRD 139886

$1.68B regulatory AUM 13 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Clearwater Capital Partners

2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-11
IL RA APPROVED 2023-11-16
  • TX RA
    APPROVED_RES
    Since 2026-05-11
  • IL RA
    APPROVED
    Since 2023-11-16

Branch Locations

2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • 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
OrganizationCityStateFromTo
Clearwater Capital Partners Hoffman Estates IL 01/2022 01/2025
Tesla Inc Westmont IL 11/2020 01/2022
Federated Bank Onarga IL 03/2020 11/2020
Federated Bank Onarga IL 05/2018 08/2018
Federated Bank Onarga IL 05/2017 08/2017
Tranel Financial Group Libertyville IL 06/2019 08/2019
Illinois State University Normal IL 08/2016 05/2020
Clearwater Capital Partners Hoffman Estates IL 01/2025 Present
  • 01/2022 → 01/2025
    Clearwater Capital Partners
    Hoffman Estates, IL
  • 11/2020 → 01/2022
    Tesla Inc
    Westmont, IL
  • 03/2020 → 11/2020
    Federated Bank
    Onarga, IL
  • 05/2018 → 08/2018
    Federated Bank
    Onarga, IL
  • 05/2017 → 08/2017
    Federated Bank
    Onarga, IL
  • 06/2019 → 08/2019
    Tranel Financial Group
    Libertyville, IL
  • 08/2016 → 05/2020
    Illinois State University
    Normal, IL
  • 01/2025 → Present
    Clearwater Capital Partners
    Hoffman Estates, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-16
  • S65 Uniform Investment Adviser Law Examination
    2023-11-16

View on SEC IAPD

Nearby Firms

THE DALA GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Nearby Investors

TINA MARIE BARRILE
MICHAEL DAVID HEATWOLE
Dana Rose Arvanites

Nearby Offices

THE DALA GROUP, LLC · HOFFMAN ESTATES, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Hoffman Estates, IL
EDWARD JONES · HOFFMAN ESTATES, IL

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