Clear Creek Financial Management, LLC

Overview

Clear Creek Financial Management, LLC is an SEC registered investment adviser based in Silverdale, WA, registered since 2017. It reports $1.9B in assets under management across 9,428 accounts, with 91 employees. It has 43 investment adviser representatives.

Reported AUM

$1.9B

Discretionary

100%

Accounts

9,428

Average account

$197K

Employees

91

Advisory reps

43

Registered since

2017

Jurisdictions

32

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Benjamin James Warren Managing Member CRD 4954801
• Brian Sumner Deely Managing Member CRD 5248430
• Jason Nicholas Kelley Managing Member CRD 7324682

1 more executive officer, with direct contact details

Advisory reps 3 of 43

• Matt Russell Amick Insurance Agent · Investment Adviser Rep CRD 6858564
• Steven Beard Investment Adviser Rep CRD 8338039
• Morgan Brown Investment Adviser Rep CRD 8016972

40 more advisory reps, with emails, phones and branch locations

Location

Headquarters

9361 Bay Shore Dr NW
Silverdale, WA 98383

County

Kitsap

Metro area

Bremerton-Silverdale-Port Orchard, WA

Region

West

Registrations

• SEC registered
• Registered in 32 jurisdictions
• Website: greenjayfa.com

Every state, with registration dates

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