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Jon Springer

CWM, LLC

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About Jon Springer

Jon Springer is a registered representative and investment advisor representative based in Omaha, Nebraska. Jon has been in the financial services industry since 1994. Jon works with a variety of clients including individuals, families, and businesses. Jon is registered with Carson Wealth and has a Series 7, Series 63, Series 66, and Series 24 licenses. Jon specializes in Retirement Planning, College Savings, and Estate Planning. Jon is committed to providing his clients with personalized financial advice and investment strategies.

Firm Information

Jon Springer 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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Jon Springer’s Registration & Firm History

NE

02/16/2024 - Present

CWM, LLC (OMAHA NE)

NE

07/16/2020 - 02/16/2024

PURSHE KAPLAN STERLING INVESTMENTS (Omaha NE)

NE

03/01/2018 - 08/18/2020

LPL FINANCIAL LLC (OMAHA NE)

NE

07/01/2011 - 03/07/2018

U.S. BANCORP INVESTMENTS, INC. (BELLEVUE NE)

NE

01/03/2011 - 07/07/2011

WELLS FARGO ADVISORS, LLC (OMAHA NE)

NE

07/01/2009 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (OMAHA NE)

NE

02/27/2001 - 07/01/2009

PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)

MN

05/13/1997 - 03/20/2001

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NE

06/20/1994 - 05/20/1997

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

04/20/1994 - 06/01/1994

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/20/1994 - 06/01/1994

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Springer.
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