Nice to Meet You

I am Jack Clemans, founder and Lead Planner of Clemans Financial LLC. I’m a Baylor alumnus, a native Texan, and a proud husband to my wife, Julie.

Originally, I set out to pursue ministry, earning a degree in Religion at Baylor. During my studies, I also took classes in business and unexpectedly discovered a passion for personal finance. I quickly realized that there was a great need for ethical, accessible financial planning, so I shifted my career focus and earned my Series 65 (Investment Advisor) license soon after graduating.

I’ve had the privilege of working at a fee-only financial planning firm and as a part of Ernst & Young’s (EY's) financial planning team, where I provided unbiased advice to employees of private companies, government agencies, and nonprofits. This experience enabled me to serve clients from diverse backgrounds and financial circumstances, free from any conflicts of interest. During my time at EY, I also earned my CFP® designation, and two years later I earned a Master of Science in Personal Financial Planning from the same institution. This combination of professional education and real-world planning experience ensures my planning is built on a foundation of hard research and is presented so as to be as actionable for my clients as possible.

Through my studies and conversations with clients, I recognized a clear gap in access to quality financial advice for many of my peers who don’t meet the asset minimums required by most advisors. These friends were left to work with “fee-based” planners who sell financial products for a commission and are incentivized not to advise in areas where they don’t sell products. I believe there is a better option. That’s why I launched Clemans Financial as an "Advice Only" model, free from the conflicts of commissions or hidden fees and accessible to everyone regardless of wealth or income.

No one cares about your financial future as much as you do. By partnering with a financial professional who puts you first, you can achieve an incredible level of confidence and freedom with your money, while building your wealth to levels you never thought possible. Contact me today for more information, and start your journey to a healthier and wealthier life!

Lifelong Learner

EDUCATION

Baylor University

Graduated with Honors
2017-2021

College For Financial Planning

Master of Science in Personal Financial Planning
2021-2025

Degrees & Masters

Designations & Licenses

Experience

Credent Wealth Management

Wealth Advisor
2021

EY

Financial Planner
2021-2024

Clemans Financial LLC

Founder & Lead Planner
2024 - Present

FINRA

Series 65 (Investment Advisor Representative)
2021

The College For Financial Planning

CERTIFIED FINANCIAL PLANNER™ Certification
2023

The College For Financial Planning

Accredited Behavioral Finance Professional℠
2025

The College For Financial Planning

Chartered Retirement Planning Counselor℠
2025

Lets Connect!

If you have any questions about my services or want to reach me, please feel free to reach out :)