Jacob Nye
Advisor at Clear Creek Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Clear Creek Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Clear Creek Financial Management, LLC
Location
Meridian, ID 83646
Credentials
Series 65
Industry experience
2 years
Jacob Nye is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Treasure Valley Financial Planning, Spire Outsourcing, and Evo Automation. Prior to his advisory career, he spent two years as a missionary. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.
Based on Clear Creek Financial Management, LLC
Based on Clear Creek Financial Management, LLC
Financial Planning & Consulting: $250 to $100,000; Helios Quantitative Research: $3,500 to $4,000 base + $500 per additional financial advisor per month; Pension Consulting: $750 to $12,000 (charged quarterly)
Financial Planning & Consulting: up to $350/hour; Helios Quantitative Research: up to $1,000/hour; Pension Consulting: $250/hour
1817 N Lakes Pl Suite 100
Meridian, ID 83646
Idaho
Clear Creek Financial Management
2023 - Present (3 years)
Treasure Valley Financial Planning
2023 - 2023 (1 year)
Spire Outsourcing
2023 - 2023 (1 year)
Evo Automation
2020 - 2023 (3 years)
Missionary
2018 - 2020 (2 years)
Envi Pest and Lawn
2017 - 2018 (1 year)
Student
2014 - 2017 (3 years)
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