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Jerod Andrew Wurm

CWM, LLC

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About Jerod Andrew Wurm

Jerod Andrew Wurm has been in the financial services industry since 1997. Jerod is currently a Wealth Advisor with CWM, LLC dba Carson Partners. Jerod previously worked with Morgan Stanley, LPL Financial Corporation, Prudential Securities Incorporated, Pruco Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Jerod holds Series 7, 9, 10, 24, 63, and 65 securities licenses as well as being a Certified Financial Planner.

Firm Information

Jerod Wurm 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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Jerod Wurm’s Registration & Firm History

NE

01/21/2025 - Present

CWM, LLC (OMAHA NE)

CA

10/22/2010 - 09/09/2015

MORGAN STANLEY (ROSEVILLE CA)

CA

05/23/2003 - 11/01/2010

LPL FINANCIAL CORPORATION (ROSEVILLE CA)

NY

01/19/2001 - 05/28/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

11/13/1998 - 02/07/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MN

09/05/1997 - 10/19/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/05/1997 - 10/19/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/01/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/06/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/30/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jerod Andrew Wurm. Review regulatory record here.
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