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Jason Peter Windham

CWM, LLC

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About Jason Peter Windham

Jason Windham is a wealth advisor with Carson Partners, based in Baton Rouge, Louisiana. Jason has over 25 years of experience in the financial services industry and holds a variety of licenses and certifications including Series 63, 24, 7 and the SIE exam. Jason provides financial planning, estate planning, and investment management services to individuals, families, and businesses. Jason's other areas of expertise include insurance products, property management, and business consulting.

Firm Information

Jason Windham 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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Jason Windham’s Registration & Firm History

LA

03/13/2023 - Present

CWM, LLC (Baton Rouge LA)

LA

10/16/1998 - 03/16/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)

AZ

07/02/1998 - 10/16/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 06/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Peter Windham.
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