Unclaimed Profile

James Raymond Everitt

CLEARROCK CAPITAL LLC·KETCHUM, Idaho

Series 3, Series 7, Series 8, Series 63, Series 66Clean record19 years registeredCLEARROCK CAPITAL LLC

131 4TH STREET EAST SUITE 320, KETCHUM, ID 83340CRD# 2050891Firm CRD# 144480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Raymond Everitt · KETCHUM, ID

Registration

CRD #2050891 · CLEARROCK CAPITAL LLC · 19 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jul 2020 – present

CLEARROCK CAPITAL LLC

Mar 2008 – Dec 2020

KETCHUM, ID

CITIGROUP GLOBAL MARKETS INC.

Nov 2006 – Sep 2007

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 63

Series 66

Registration record

First registered · November 8, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARROCK CAPITAL LLC

CRD 144480 · SEC 801-68164

AUM

$553M

Regulatory assets under management

Employees

825 client accounts

Services offered by CLEARROCK CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CLEARROCK CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does James Raymond Everitt offer?

James Raymond Everitt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KETCHUM, Idaho for a consultation.

What are James Raymond Everitt's credentials?

James Raymond Everitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Raymond Everitt located?

James Raymond Everitt is based in KETCHUM, Idaho, working with CLEARROCK CAPITAL LLC. Their office serves clients in the KETCHUM metropolitan area and surrounding communities.

How does James Raymond Everitt charge for services?

James Raymond Everitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARROCK CAPITAL LLC?

CLEARROCK CAPITAL LLC has approximately 10 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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