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Jonah Michael Bies

CWM, LLC

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About Jonah Michael Bies

Jonah Michael Bies is a financial advisor in Spokane, Washington with over 3 years of experience in the industry. Jonah is registered as a Registered Investment Advisor (IA) and holds both the Series 63 and Series 65 licenses, as well as the Series 6TO and the SIE. Jonah currently works for CWM, LLC and has been a registered representative with NYLIFE SECURITIES LLC. Jonah offers advisory services such as financial planning and portfolio management for individuals. Jonah is also an insurance agent specializing in life, health, disability, annuities, and long-term care insurance.

Firm Information

Jonah Bies 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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Jonah Bies’s Registration & Firm History

NE

07/25/2022 - Present

CWM, LLC (OMAHA NE)

WA

02/16/2022 - 05/31/2022

NYLIFE SECURITIES LLC (SPOKANE WA)

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Licenses & Designations

IA

Issued 07/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonah Michael Bies.
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