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JT

Jack Thomas

Investment Adviser Representative at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Boise, IDCRD #2773136Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jack Thomas has worked in the securities industry since 1999. They are registered to provide investment advisory services in Idaho.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Idaho
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/8/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 4/9/1997
Series 57
Securities Trader Exam
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 6/24/1999
Series 7
General Securities Representative Examination
Passed 3/21/1997
Series 24
General Securities Principal Examination
Passed 12/20/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Clear Creek Financial Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLEAR CREEK FINANCIAL MANAGEMENT, LLCCurrent
11/1/2022Boise, ID
INDEPENDENT FINANCIAL GROUP, LLC
3/1/201011/1/2022Boise, ID
AFA ADVISOR SERVICES LLC
5/9/20083/5/2010Boise, ID

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Thomas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jack Thomas - Financial Advisor in Boise, ID | AdvisorFinder