06/04/2024

Clearwater Capital Partners Announces Jacob M. Clark's Transition to Wealth Advisor in 2024

HOFFMAN ESTATES – Clearwater Capital Partners is proud to announce that Jacob M. Clark, an Operations Specialist at the firm, has recently earned the Accredited Wealth Management Advisor (AWMA®) designation from the College for Financial Planning®. This achievement signals an exciting step in Jacob's career as he transitions to a wealth advisor role at Clearwater Capital Partners over the course of 2024.

Jacob M. Clark graduated from Illinois State University in 2020 with a degree in Business Administration & Management, where he was actively involved in the Phi Kappa Psi Fraternity. He joined Clearwater Capital Partners 2 years ago, during which time he has gained extensive experience in the internal workings of the wealth management business through his remarkable work as an Operations Specialist.

The AWMA® designation represents a significant milestone, requiring rigorous coursework in wealth strategies, tax reduction tactics, equity-based compensation plans, and asset protection disciplines. Candidates must also pass a proctored examination to demonstrate their ability to apply complex wealth management concepts to real-world scenarios, along with committing to the College for Financial Planning's Standards of Professional Conduct.

“Jacob's experience as an operations specialist has given him a thorough understanding of our firm's processes and client needs, positioning him perfectly for a transition to a wealth advisor role,” said Jeff DeHaan, Managing Partner of the Private Wealth Practice at Clearwater Capital. “His attention to detail and commitment to excellence have played a crucial role in our operations and in maintaining a high level of service for our clients. As Jacob moves into his new role over the course of 2024, we are excited to support him and are confident that his expertise and client-focused approach will be a valuable asset to both the firm and our clients.”

Click here to read the full biography for Jacob Clark’s Bio.

About Clearwater Capital Partners

Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides Multi Family Office and comprehensive wealth management services to successful individuals and families through their Private Wealth Management practice. The firm’s Institutional Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans. https://www.ccpwealth.com/