John Edward Saunders

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

• 12/2003 → 01/2017
  Lpl Financial Llc (F/K/A Linsco/Private Ledger Corp.)
  Hagerstown, MD
• 01/2012 → Present
  Cwm, Llc
  Hagerstown, MD
• 01/2017 → 01/2025
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 01/2011 → 05/2018
  Saunders Tax & Accounts, Inc.
  Hagerstown, MD
• 03/2008 → 02/2019
  Cornerstone Wealth Llc
  Hagerstown, MD
• 02/2019 → Present
  Carson Wealth
  Hagerstown, MD

Previous Registrations

• 2003-12-08 → 2013-03-27
  Lpl Financial Llc
  Hagerstown, MD
  Hagerstown, MD
• 2005-11-29 → 2012-09-10
  Cornerstone Wealth Management Group
  Hagerstown, MD
• 2003-01-22 → 2003-12-16
  Spire Wealth Management, Llc
  Hagerstown, MD
• 2001-08-30 → 2003-01-29
  Osaic Fa, Inc.
  Hagerstown, MD

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: 12/2019; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE; NAME OF OTHER BUSINESS: CSA PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 2674 PEOPLES STREET SUITE 10 JOHNSON CITY TN 37604; NATURE OF BUSINESS: REAL ESTATE; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: CO-OWNER OF BUILDING PURCHASED TO HOUSE BUSINESS; NAME OF OTHER BUSINESS: PEOPLES PROFESSIONAL PARK OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 2304 SILVER DALE DR, JOHNSON CITY, TN, 37601; NATURE OF BUSINESS: REVIEW FINANCIAL INFORMATION FOR HOMEOWNERS ASSOCIATION; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: REVIEW FINANCIAL INFORMATION OF HOA. 3 SIGNERS ARE REQUIRED FOR CHECKS; NAME OF OTHER BUSINESS: FREEDOM MOAT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE INSURANCE SALES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE SALES; NAME OF OTHER BUSINESS: JOHN SAUNDERS; INVESTMENT RELATED: NO; ADDRESS: 1305 ENTERPRISE RD PINEY FLATS, TN 37686; NATURE OF BUSINESS: LAND OWNER; START DATE: 08/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE/FARMLAND RENTAL AND CROP SHARING OF HAY AND CORN WITH LOCAL FARMERS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-27
• S63 Uniform Securities Agent State Law Examination
  1998-08-05

Other Names

• John E Saunders