Jacob Matthew Clark
Investment adviser representative at Clearwater Capital Partners
10 yearsExperience
2 statesRegistered in
$1.7BFirm assets
16 yearsFirm in business
Are you Jacob Matthew Clark? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Clearwater Capital PartnersJan 2022 to now
- Tesla IncNov 2020 to Jan 2022
- Federated BankMar 2020 to Nov 2020
- Tranel Financial GroupJun 2019 to Aug 2019
- Federated BankMay 2018 to Aug 2018
- Federated BankMay 2017 to Aug 2017
- Illinois State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Clearwater Capital Partners
Legal name: Clearwater Capital Advisors, LLC
$1.7BAssets managed
1,041Clients
15Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7112396
- Firm CRD
- 139886