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Jordan Rae Talbert

CWM Advisory, LLC

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About Jordan Rae Talbert

Jordan Talbert is a Registered Investment Advisor and currently works at CWM Advisory, LLC. Jordan has been registered with the state of Maryland and has 1 year of experience in the industry. Jordan's practice focuses on financial planning, pension consulting, and portfolio management for individuals. Jordan is also a registered investment advisor in Delaware, Pennsylvania, and Virginia.

Firm Information

Jordan Talbert is currently registered with CWM Advisory, LLC. CWM Advisory, LLC is an independent investment advisory firm with 2 licensed agents and 3 investment adviser representatives. They specialize in providing financial planning, pension consulting, and selection of other advisors, managing portfolios for both individuals and businesses. They manage approximately $85 million in assets for 509 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their website is https://www.mycwmanagement.com.

$85.06M

Assets Under Management

7

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Jordan Talbert’s Registration & Firm History

MD

08/02/2024 - Present

CWM Advisory, LLC (OCEAN PINES MD)

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Licenses & Designations

IA

Issued 04/26/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jordan Rae Talbert.
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