Jessica Lynn Golson

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

• 09/2011 → 08/2017
  Northern Lights Distributors, Llc
  Omaha, NE
• 09/2011 → 08/2017
  Cls Investments, Llc
  Omaha, NE
• 08/2017 → Present
  Cwm, Llc
  Omaha, NE
• 09/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2011-09-12 → 2017-08-11
  Orion Portfolio Solutions, Llc
  Omaha, NE
• 2007-08-09 → 2009-09-15
  Waddell & Reed
  Amarillo, TX
  Lawton, OK
  Colleyville, TX

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON WEALTH MANAGEMENT GROUP, CARSON GROUP PARTNERS AND CARSON GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 09/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 2. NAME OF OTHER BUSINESS: CARSON WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2017 POSITION/TITLE/RELATIONSHIP: PORTFOLIO ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PORTFOLIO ANALYST - SUPPORT RESEARCH TEAM

Exams

• S66 Uniform Combined State Law Examination
  2007-06-20

Other Names

• Jessica Johnson