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Jeremy Thomas Weller

CWM, LLC

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About Jeremy Thomas Weller

Jeremy Weller is a financial advisor with over 10 years of experience in the industry. Jeremy is currently registered with CWM, LLC in Wisconsin and Texas. Previously, Jeremy was registered with Cetera Advisor Networks LLC, Cambridge Investment Research, Inc., and Morgan Stanley. Jeremy has a Series 7, Series 31, Series 66, and SIE license. Jeremy also provides financial planning and selection of other advisors services.

Firm Information

Jeremy Weller 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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Jeremy Weller’s Registration & Firm History

WI

11/07/2018 - Present

CWM, LLC (Green Bay WI)

WI

11/06/2018 - 11/05/2019

CETERA ADVISOR NETWORKS LLC (GREEN BAY WI)

WI

02/14/2014 - 12/05/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (GREEN BAY WI)

WI

08/26/2011 - 02/21/2014

MORGAN STANLEY (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 09/23/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 08/25/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeremy Thomas Weller. Review regulatory record here.
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