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Jason Edward Skifstad

16 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,783 clients
Average Client Portfolio
$390K average
Assets Under Management
$1.5B

Fee Structure

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Location

9361 Bayshore Drive Nw, Silverdale, WA, 98383

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History

Regulatory History (1)
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Regulatory
August 2021
Final
Other Business Activities

Jason owns rental properties in Silverdale, WA since 2000. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Clear Creek Financial Management, LLC
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Waddell & ReedBroker
August 2012 - May 2020 · 7 yrs 9 mos
Waddell & Reed
August 2012 - May 2020 · 7 yrs 9 mos
Edward Jones
January 2009 - July 2012 · 3 yrs 6 mos
Edward JonesBroker
December 2008 - July 2012 · 3 yrs 7 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.