Jared Brant Reese

14 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Clear Creek Financial Management, LLC

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

Location

3597 E. Monarch Sky Lane, Suite 240, Meridian, ID, 83646

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jared is involved in non-variable insurance sales through Strive Wealth & Protection Planning, LLC, focusing on fixed life, fixed annuities, and health insurance. He is also a board member of the Arid Club.

Employment History

Current Registrations

Clear Creek Financial Management, LLC

June 2015 - Present · 10 yrs 8 mos

Previous Registrations

Oneamerica Securities, INC.

September 2011 - July 2015 · 3 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.