linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Alexander Guttman

CWM, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Alexander Guttman

Jacob Guttman is an investment advisor representative with CWM, LLC. Jacob has been in the industry since October 2016 and has experience working with Geneos Wealth Management, Inc. and United Planners' Financial Services of America A Limited Partner. Jacob holds Series 6, Series 63, Series 65 and SIE licenses and is registered with the state of Arizona. Jacob's area of expertise includes fixed insurance, financial planning, portfolio management and sub-advisory services.

Firm Information

Jacob Guttman is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees from other investment advisors

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Guttman’s Registration & Firm History

NE

10/05/2022 - Present

CWM, LLC (OMAHA NE)

AZ

09/28/2017 - 10/06/2022

GENEOS WEALTH MANAGEMENT, INC. (Phoenix AZ)

AZ

10/27/2016 - 10/03/2017

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PHOENIX AZ)

Not sure if Jacob Alexander Guttman is right for you?

Licenses & Designations

IA

Issued 04/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Alexander Guttman.
Not sure if Jacob Alexander Guttman is right for you?