Jacob Coleman
Continuum Advisory · Eagle, Idaho
Jacob Coleman is a fee-only financial advisor at Continuum Advisory in Eagle, Idaho. Continuum Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Continuum Advisory |
|---|---|
| Based in | Eagle, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.91B across 3,461 accounts |
| SEC registration | Investment adviser representative in ID, OR · CRD 3050994 |
| Exams passed | Series 63 (1998) · Series 66 (2015) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.clarkstreetfinancial.com |
How Jacob's firm compares
- Continuum Advisory's average account is about $551,000, from its Form ADV (assets managed divided by 3,461 accounts).
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Questions about Jacob
Is Jacob Coleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Continuum Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Continuum Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Coleman based?
Jacob Coleman is based in Eagle, Idaho.
Is Jacob Coleman registered with the SEC?
Yes. Jacob Coleman is registered as an investment adviser representative in ID and OR (CRD 3050994), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Continuum Advisory manage?
Continuum Advisory reports $1.91B across 3,461 accounts in assets under management.
How do I contact Jacob Coleman?
Through Jacob's website, www.clarkstreetfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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