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Jared Mark Jones

CWM, LLC

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About Jared Mark Jones

Jared Mark Jones is a financial advisor at CWM, LLC, located in Spokane, Washington. Jared has been in the financial services industry since 2009. He is registered with the state of Washington as an investment advisor representative. He is also registered in Louisiana as an investment advisor representative. Jared has experience working for LPL Financial LLC and World Group Securities, Inc. He has passed the Series 6, Series 63, Series 65, and SIE exams. Jared specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Jared Jones 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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other

Solicitor fees from other investment advisors

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Jared Jones’s Registration & Firm History

WA

02/20/2020 - Present

CWM, LLC (Spokane WA)

WA

08/30/2011 - 02/04/2019

LPL FINANCIAL LLC (SPOKANE WA)

WA

01/13/2009 - 09/08/2011

WORLD GROUP SECURITIES, INC. (SPOKANE VALLEY WA)

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Licenses & Designations

IA

Issued 10/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Mark Jones.
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