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Jonathan Tyler Belnap

Investment Adviser Representative at Clear Creek Financial Management, LLC

Meridian, IDCRD #5598602Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
5

Professional summary

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

Jonathan Tyler Belnap is an investment adviser representative with Clear Creek Financial Management, LLC in Meridian, ID, where they have been registered since 2018. They have worked in the securities industry since 2008 and were previously registered with Waddell & REED. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho.

Office

3715 E. Overland Road, Ste. 205
Meridian, ID 83642

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Idaho

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/8/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 10/21/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/25/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/10/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Treasure Valley Financial PlanningCurrent
5/27/2026 – Meridian, ID
Clear Creek Financial Management, LLCCurrent
10/17/2018 – Meridian, ID
Waddell & REED
10/9/2009 – 10/18/2018Boise, ID

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Various Insurance Carriers FOR W & R Insurance Agencies
    Aug 2009 – Sep 2018Meridian, ID
  2. Waddell & REED Inc
    Aug 2009 – Sep 2018Boise, ID
  3. Treasure Valley Financial Planning
    Apr 2026 – no end date reportedMeridian, ID
  4. Belnap Enterprises, LLC
    Jan 2015 – no end date reportedBoise, ID
  5. Jonathan Belnap
    Mar 2014 – Oct 2018Caldwell, ID
  6. Clear Creek Financial Management, LLC, dba TVFP
    Oct 2018 – Aug 2026silverdale, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Clear Creek Financial Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial advice including goal-setting, risk management, and growth focus; retirement planning; debt management; and estate planning to protect assets for the future.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Retirement PlanningInvestment ManagementFee-based FiduciaryFinancial PlanningDebt ManagementEstate PlanningRisk ManagementGoal-setting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
49
Offices listed on AdvisorFinder:
19
Main office:
Silverdale, WA
SEC file number:
801-111778

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at Clear Creek Financial Management, LLC

Showing 12 of 49 in the directory

View Clear Creek Financial Management, LLC firm profile

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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. Jonathan Tyler Belnap 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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