Jared Michael Reilly

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2007 → 12/2024
  Mercadien Asset Management, Llc
  Hamilton, NJ
• 02/2008 → 12/2024
  Mercadien Securities, Llc
  Hamilton, NJ
• 07/2024 → Present
  Cw Advisors, Llc
  Hamilton, NJ

Previous Registrations

• 2008-07-07 → 2024-12-13
  Mercadien Asset Management, Llc
  Hamilton, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-05
• S63 Uniform Securities Agent State Law Examination
  2008-03-22

Designations

• Certified Financial Planner