Jason Nicholas Kelley
Investment adviser representative at Clear Creek Financial Management, LLC
11 yearsExperience
1 stateRegistered in
$1.9BFirm assets
9 yearsFirm in business
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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
11 years in the industry.
- Clear Creek Financial Management, LLCOct 2019 to now
- ReiJun 2018 to Nov 2018
- Dropt, IncJul 2017 to Jul 2019
- 57th Fighter Group RestaurantSep 2016 to Feb 2017
- 320 Church NetworkFeb 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Clear Creek Financial Management, LLC
$1.9BAssets managed
4,003Clients
43Advisers
9 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
- 7324682
- Firm CRD
- 170602