Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah Benjamin Jones is a registered investment advisor representative with CWM, LLC located in Omaha, Nebraska. Isaiah has been working in the financial industry since 2018. Isaiah has passed the Uniform Combined State Law Examination, Series 66, and is currently licensed as an investment advisor representative in Nebraska. Prior to joining CWM, LLC, Isaiah has held positions at FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., and Securities America, Inc.. Isaiah has experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
NE
09/27/2022 - Present
CWM, LLC (OMAHA NE)
GA
05/13/2021 - 09/19/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/13/2021 - 09/19/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/13/2021 - 09/19/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
05/13/2021 - 09/19/2022
TRIAD ADVISORS LLC (ATLANTA GA)
MN
05/13/2021 - 09/19/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
09/27/2018 - 09/19/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 01/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/2019
Series 4 - Registered Options Principal Examination
BC
Issued 03/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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