Jonathan Andrew Moyer

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → Present
  Strategic Wealth Partners
  Doylestown, PA
• 06/2016 → Present
  Cwm, Llc
  Omaha, NE
• 10/2017 → 12/2023
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2015-06-05 → 2015-11-23
  First Allied Advisory Services, Inc.
  Southampton, PA
• 2015-06-25 → 2015-11-18
  Aviso Wealth Management
  Southampton, PA
• 2014-10-20 → 2015-05-15
  Lpl Financial Llc
  Frazier, PA
• 2013-02-08 → 2014-10-09
  Pnc Wealth Management Llc
  Lansdale, PA
  Phoenixville, PA
  Hilton Head Island, SC
  Mount Holly, NJ
• 2011-09-01 → 2013-01-31
  Valic Financial Advisors, Inc.
  Seven Fields, PA
• 2010-09-23 → 2011-07-05
  Geneos Wealth Management, Inc.
  Souderton, PA
• 2002-09-12 → 2006-07-19
  Canon Capital Investment Advisory
  Telford, PA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2016 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE

Exams

• S66 Uniform Combined State Law Examination
  2013-04-18
• S63 Uniform Securities Agent State Law Examination
  2007-05-18

Designations

• Certified Financial Planner