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Managing Member · Clear Creek Financial Management, LLC

Jason N. Kelley

CRD 7324682 · Named on Form ADV at one SEC-registered adviser

At a glance

Clear Creek Financial Management, LLC, an SEC-registered wealth manager based in Silverdale, WA with $1.9 billion in regulatory assets, lists Jason N. Kelley on its Form ADV as Managing Member.

Firms and roles

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Benjamin J. WarrenManaging Member, Clear Creek Financial Management, LLC
  • Brian S. DeelyManaging Member, Clear Creek Financial Management, LLC
  • Joseph J. GatesManaging Member & Chief Compliance Officer, Clear Creek Financial Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.