Jeremy Christopher Toothman

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

• 03/2015 → 11/2019
  Morgan Stanley
  Atlanta, GA
• 12/2019 → 10/2023
  Woodbury Financial Services Inc
  Milton, GA
• 12/2019 → 01/2026
  Main Street Financial Group
  Milton, GA
• 09/2021 → Present
  Cwm, Llc
  Omaha, NE
• 10/2023 → Present
  Carson Wealth
  Milton, GA
• 10/2023 → 03/2026
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2019-12-04 → 2023-11-01
  Woodbury Financial Services, Inc.
  Milton, GA
• 2018-03-30 → 2019-12-05
  Morgan Stanley
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2018-03-26
• S63 Uniform Securities Agent State Law Examination
  2012-01-20