Jamie Lee Yeisley

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

• 11/2014 → 10/2016
  Berthel Fisher & Company Financial Services, Inc.
  Marion, IA
• 10/2016 → 10/2018
  Broker Dealer Financial Services Corp
  West Des Moines, IA
• 10/2018 → 08/2021
  Cambridge Investment Research, Inc.
  Marion, IA
• 08/2021 → 05/2025
  Cetera Advisor Networks
  El Segundo, CA
• 08/2021 → Present
  Carson Wealth
  Cedar Rapids, IA
• 08/2021 → Present
  Cwm, Llc
  Omaha, NE

Other Businesses

NAME OF OTHER BUSINESS: GALT WEALTH PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: DBA FOR PAYROLL SERVICES START DATE: 8/2021 POSITION/TITLE/RELATIONSHIP: SENIOR CLIENT SERVICE ADMINISTRATOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING OPERATIONAL BROKERAGE AND ADVISORY SUPPORT TO REPS AND CLIENTS; STATE OF IOWA NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: I WILL PROVIDE NOTARY SERVICES WHEN NEEDED START DATE: 11/2019 POSITION/TITLE/RELATIONSHIP: SENIOR CLIENT SERVICE ADMINISTRATOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: SENIOR CLIENT SERVICE ADMINISTRATOR, NOTARY SERVICES; NAME OF OTHER BUSINESS: JAMIE YEISLEY; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OFFICE CLEANING; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OFFICE CLEANING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-09
• S63 Uniform Securities Agent State Law Examination
  2016-07-12

Designations

• Certified Financial Planner

Other Names

• Jamie Lee Sego