Jason Kelley (CRD# 7324682) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 3 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clear Creek Financial Management | Silverdale, WA | Oct 2019 - Current | 4 |
| Dropt, Inc. | Roswell, GA | Jul 2017 - Jul 2019 | 2 |
| 320 Church Network | Gainsville, GA | Feb 2015 - Jul 2019 | 4 |
| Rei | Alphretta, GA | Jun 2018 - Nov 2018 | < 1 |
| 57th Fighter Group Restaurant | Atlanta, GA | Sep 2016 - Feb 2017 | < 1 |
| Band Of Coders | Dunworthy, GA | Apr 2015 - Dec 2015 | < 1 |
| World Peace | Gainsville, GA | Jan 2015 - Dec 2015 | < 1 |
| Tacoma Public Utilities | Tacoma, WA | Sep 2007 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CA
- WA
-
Total Assets Under Management1,183MILLIONS
-
Total Number of Accounts7,901ACCOUNTS
-
Average Account Value$149,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AR, AZ, CA, CO, FL, IA, ID, IL, KS, LA, MI, MN, MS, MT, NC, NE, NH, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI, WY
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