Jack Thomas
Financial advisor at Clear Creek Financial Management, LLC · Silverdale, WA
Last updated 2026-10-10
Claim your profileJack Thomas is a financial advisor at Clear Creek Financial Management, LLC in Silverdale, WA, CRD 2773136. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2008-05-09.
Registration
- CRD number
- 2773136
- Registration status
- Active
- IAPD registration
- 2008-05-09
- Industry Experience
- 18 years
- Work Experience
- 16 years
- States registered
- ID
Licenses and exams
- Series 63
- Series 65
Work history
- 2010-03 to 2022-11 · Independent Financial Group · San Diego, CA
- 2022-11 to Present · Clear Creek Financial Management, LLC · Silverdale, WA
Current employment
- Clear Creek Financial Management, LLC · Silverdale, WA
Clear Creek Financial Management, LLC
- Regulatory AUM
- $1,859,317,368
- Registered advisors
- 44
- Offices
- 35
- Clients per advisor
- 91.0 (Moderate)
- Average AUM per client
- $464.5K (Low)
- High-net-worth client ratio
- 12.0% (Low)
Clear Creek Financial Management, LLC: advisors, services and reported ETF investments
About
Jack Thomas is a financial advisor at Clear Creek Financial Management, LLC in Silverdale, WA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 18 years of industry experience and 16 years of reported work history.
Clear Creek Financial Management, LLC's firm-level Form ADV reports 44 advisors across 35 offices; approximately 91.0 clients per advisor, average assets per client of $464,481, and regulatory AUM of $1.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $1.1B across 347 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jack Thomas personally.
Reported ETF positions
Clear Creek Financial reports 347 ETF positions worth $1.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $46.4M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $37.9M |
| IVV — iShares Core S&P 500 ETF | $37.6M |
| SPAB — State Street SPDR Portfolio Aggregate Bond ETF | $27M |
| EFA — iShares MSCI EAFE ETF | $27M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Clear Creek Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $6.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $4.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | IUSB — iShares Core Universal USD Bond ETF | $5.5M | Top 98.8% | Residual alpha +0.36% · Residual Sharpe 0.06 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $14.6M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Clear Creek Financial Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
9361 Bayshore Drive NW, Silverdale, WA 98383
40 advisors at this office.
Contact
The firm's filed contact details.
Official record
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