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Matthew Cannon Jones

Treasure Valley Financial Planning

Meridian, ID

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Current Employers
Treasure Valley Financial Planning

3715 E. Overland Road Ste 205, Meridian, ID 83642 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-05-27
  • ID RA
    APPROVED
    Since 2026-05-27

Branch Locations

3715 E. Overland Road Ste 205, Meridian, ID 83642 • 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
Treasure Valley Financial Planning Meridian ID 04/2026 Present
Student Logan UT 05/2016 01/2021
Student Logan UT 01/2021 05/2023
Spring Source Wealth Advisors Hillsboro OR 08/2023 05/2024
Adams Wealth Advisors Logan UT 01/2024 03/2024
Clear Creek Financial Dba Of Treasure Valley Financial Planning Meridian ID 05/2024 09/2024
Clear Creek Financial Management, Llc Dba Tvfp Silverdale WA 09/2024 08/2026
  • 04/2026 → Present
    Treasure Valley Financial Planning
    Meridian, ID
  • 05/2016 → 01/2021
    Student
    Logan, UT
  • 01/2021 → 05/2023
    Student
    Logan, UT
  • 08/2023 → 05/2024
    Spring Source Wealth Advisors
    Hillsboro, OR
  • 01/2024 → 03/2024
    Adams Wealth Advisors
    Logan, UT
  • 05/2024 → 09/2024
    Clear Creek Financial Dba Of Treasure Valley Financial Planning
    Meridian, ID
  • 09/2024 → 08/2026
    Clear Creek Financial Management, Llc Dba Tvfp
    Silverdale, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-16
  • S65 Uniform Investment Adviser Law Examination
    2023-09-16
Designations
Other Names
  • Matthew Jones

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MUSTARD SEED FINANCIAL
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
EDWARD JONES
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Other Investors

ROBERT WAYNE SCHELLING
Endika Iturburu
JOSEPH DENNIS SCHNEIDER
Paul Natale Orlando
GAVIN ARTHUR LICHT
Andrew C Hale
DANIEL Robert WILGENBUSCH
CHRISTOPHER GARY RAVLIN

Other Offices

LPL FINANCIAL LLC · MERIDIAN, ID
MUSTARD SEED FINANCIAL · MERIDIAN, ID
OSAIC WEALTH, INC. · MERIDIAN, ID
LPL FINANCIAL LLC · Meridian, ID
PFS INVESTMENTS INC. · MERIDIAN, ID
PFS INVESTMENTS INC. · MERIDIAN, ID
LPL FINANCIAL LLC · MERIDIAN, ID
EDWARD JONES · MERIDIAN, ID

More in Meridian, ID

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