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Jesse Dean Murphy

CWM, LLC

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About Jesse Dean Murphy

Jesse Murphy is a wealth advisor with CWM, LLC DBA Carson Partners. Jesse has over 39 years of experience in the financial services industry. Jesse is registered in 11 states to provide both brokerage and investment advisory services. Jesse is a Certified Financial Planner and has passed the Series 65, 63, 7, 24 and SIE exams. Jesse has previously worked for LPL FINANCIAL LLC, CADARET, GRANT & CO., INC., AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., ANCHOR NATIONAL FINANCIAL SERVICES, INC., and SOUTHMARK FINANCIAL SERVICES, INC. Jesse has been with CWM, LLC DBA Carson Partners since October 2022. Jesse also owns 58TH STREET PROPERTIES, LLC, which is a real estate company, and is a farm land rental owner.

Firm Information

Jesse Murphy 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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Jesse Murphy’s Registration & Firm History

NE

10/12/2022 - Present

CWM, LLC (OMAHA NE)

TX

08/19/2022 - 10/12/2022

LPL FINANCIAL LLC (AMARILLO TX)

TX

08/28/2020 - 08/18/2022

LPL FINANCIAL LLC (AMARILLO TX)

OK

07/31/2006 - 08/31/2020

CADARET, GRANT & CO., INC. (GUYMON OK)

OK

10/31/2005 - 08/07/2006

AIG FINANCIAL ADVISORS, INC. (GUYMON OK)

AZ

06/18/1989 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

04/19/1983 - 11/21/1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

NA

11/19/1987 - 06/18/1989

SOUTHMARK FINANCIAL SERVICES, INC.

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Licenses & Designations

IA

Issued 10/16/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jesse Dean Murphy. Review regulatory record here.
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