Jason Skifstad, financial advisor Silverdale WA

Jason Skifstad

CRD Number: 5609746
Current Firm: Clear Creek Financial Management, LLC

Jason Skifstad (CRD# 5609746) is an Investment Advisor Representative working at Clear Creek Financial Management, LLC in Silverdale, WA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Clear Creek Financial Management Silverdale, WA May 2020 - Current 3
Central Kitsap School District Silverdale, WA May 2017 - Current 6
Kitsap County Republican Party Silverdale, WA Feb 2017 - Current 7
Various Insurance Carriers For W&r Insurance Agencies Silverdale, WA Aug 2012 - Current 11
Jason Skifstad/rental Properties Silverdale, WA Jan 2000 - Current 24
Waddell & Reed, Inc. Silverdale, WA Aug 2012 - May 2020 7
Silverdale Whaling Days Silverdale, WA Jan 2010 - Jan 2016 6
Scarlet Road Silverdale, WA Jan 2010 - Jan 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason E. Skifstad
Phone Number: (360) 308-8239
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    901
    MILLIONS
  • Total Number of Accounts
    4,682
    ACCOUNTS
  • Average Account Value
    $192,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, 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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