RBC Capital Markets
46yrs
Top 1% by experience in Boise
30yrs
Jack Thomas
Financial advisor at Clear Creek Financial Management
At a glance
Experience30 years (since 1997)
How that compares ?Top 15% by experience in Idaho
Office910 W Main St, Suite 354, Boise, ID 83702
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Clear Creek Financial Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2022 – nowClear Creek Financial Management, LLCCurrent firm
- 2010 – 2022Independent Financial Group, LLCPreviously
- May 2008 – Mar 2010AFA Advisor Services LLCPreviously
Questions to ask Jack
Tailored to Jack’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jack
How do I contact Jack?
Call Clear Creek Financial Management at (360) 308-8239 and ask for Jack Thomas. Jack works from the Boise, ID office.
How long has Jack been a financial advisor?
Jack has been in the industry since 1997, about 30 years. Top 15% by experience in Idaho.
What licenses does Jack hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Clear Creek Financial Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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