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Jorrell Rawlin Bland

CWM, LLC

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About Jorrell Rawlin Bland

Jorrell Rawlin Bland is a financial advisor with over 5 years of experience in the industry. Jorrell is currently registered with CWM, LLC and is licensed to provide investment advisory services in New York and Texas. Jorrell previously worked as a financial advisor at NYLIFE Securities LLC. Jorrell holds the Series 6, 7, 63, and 65 licenses and the SIE exam.

Firm Information

Jorrell Bland 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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Jorrell Bland’s Registration & Firm History

NE

11/27/2023 - Present

CWM, LLC (OMAHA NE)

NY

02/14/2018 - 01/02/2020

NYLIFE SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jorrell Rawlin Bland. Review regulatory record here.
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