Erin M Jones

Current Employers

Employment History

• 04/2008 → 05/2018
  Harbour Investments, Inc.
  Madison, WI
• 01/2008 → 05/2018
  Investment Centre, Llc
  Deforest, WI
• 11/2011 → 01/2025
  Club 60
  Columbus, WI
• 07/2018 → Present
  Cwm, Llc
  Omaha, NE
• 07/2018 → Present
  Cultivate Wealth
  Deforest, WI
• 07/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-01-18 → 2018-07-19
  Harbour Investments, Inc.
  Deforest, WI

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED, REGISTERED LOCATION, FIXED INSURANCE, SINCE: 2/2018, APX NUMBER OF HOURS PER WEEK: MINIMAL, DURING TRADING HOURS: MINIMAL, INSURANCE AGENT, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, AND CROP INSURANCE 2. CWM, LLC DBA CARSON GROUP PARTNERS, INVESTMENT RELATED, REGISTERED LOCATION NATURE : ADVISORY AND FINANCIAL PLANNING SINCE: 7/2018 APX 40 HOURS PER WEEK, 32.5 DURING TRADING HOURS, DUTIES: OFFER ADVISORY SERVICES, INCLUDING PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, RISK MANAGEMENT, ESTATE PLANNING, TAX PLANNING AND PRIVATE TRUST SERVICES THROUGH CWM, LLC. 3. CROP PROTECTION GROUP LLC, NOT INVESTMENT RELATED, W3045 DOYLE ROAD, RIO, WI 53960, NATURE: SALES AND SERVICE OF FEDERAL CROP INSURANCE AND PRIVATE HALL POLICIES, SINCE: 8/2010, APX 5 HOURS PER WEEK, DURING TRADING HOURS, DUTIES: AGENT - MARKETING, SALE AND SERVICE OF FEDERAL CROP INSURANCE, REPORTING OF FARMER'S ACREAGE AND PRODUCTION TO THE PROGRAM. 4. DEFOREST AREA ROTARY CLUB NOT INVESTMENT RELATED, 6317 ROSTAD CIRCLE, WINDSOR, WI 53598, NON-PROFIT, 01/2025, SECRETARY, APX 2 HOURS PER WEEK, DURING TRADING HOURS, SECRETARY, BOARD OF DIRECTORS; 5. CULTIVATE WEALTH, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, BUSINESS: SECURITIES, ADVISORY, AND INSURANCE, SINCE: 7/2018, APX 40 HOURS PER WEEK, 32.5 DURING TRADING HOURS, DUTIES: WE OFFER ADVISORY SERVICES, INCLUDING PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, RISK MANAGEMENT, ESTATE PLANNING, TAX PLANNING AND PRIVATE TRUST SERVICES OFFERED THROUGH CWM, LLC. IN ADDITION, PROVIDE FIXED INSURANCE PRODUCTS NOT OFFERED THROUGH OUR AFFILIATION WITH CWM, LLC 6. DEFOREST AREA CHAMBER OF COMMERCE, NOT INVESTMENT RELATED, 151 COMMERCE ST, DEFOREST, WI 53532, BUSINESS: LOCAL, NON PROFIT ASSOCIATION, SINCE: 1/2016, APX 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, DUTIES: GENERAL MEMBER. NO CHECKBOOK PRIVILEGES NOR ANY INVESTMENT ADVICE PROVIDED IN ANY CAPACITY. 7. COLUMBUS FALL RIVER SNO-BLAZERS, NOT INVESTMENT RELATED, PO BOX 335 (NO PHYSICAL OPERATING ADDRESS) COLUMBUS, WI 53925, NATURE OF BUSINESS: SNOWMOBILE CLUB MANAGES THE LOCAL TRAIL SYSTEM FOR PUBLIC SNOWMOBILE USE DURING THE WINTER MONTHS. THE CLUB ALSO FUND RAISES MONEY FOR CLUB USE AND CHARITIES. SINCE: 10/2017, APX 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, DUTIES: PRESIDENT OF LOCAL SNOWMOBILE CLUB. DUTIES INCLUDE LEADING THE MONTHLY MEETINGS, ORGANIZING COMMITTEES, COMMUNICATING WITH MEMBERS, AND FILING THE APPROPRIATE DOCUMENTS TO MAINTAIN ORGANIZATION STATUS. CO-SIGN ALL WITHDRAWAL OF FUNDS ALONG WITH THE TREASURER. 8. PRAIRIE RIDGE HEALTH HOSPITAL, INVESTMENT RELATED: NO, 1515 PARK AVE, COLUMBUS, WI 53925, NON-PROFIT, START DATE: 01/2025, SECRETARY, 2 HOURS PER WEEK, DURING TRADING HOURS DUTIES: BOARD OF DIRECTORS, SECRETARY, EXECUTIVE COMMITTEE MEMBER, FINANCE COMMITTEE MEMBER; 9. NAME OF OTHER BUSINESS: N/A; NOT INVT RLTD SAME AS REGISTERED LOCATION; NOTARY SERVICES; START: 7/2018; TITLE: NOTARY PUBLIC; APX # OF HRS/WK & DUR TRD HRS: LESS THAN 1; DUTIES: NOTARIZE DOCUMENTS; 10. NAME OF OTHER BUSINESS: SUN PRAIRIE CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 109 EAST MAIN STREET SUN PRAIRIE, WI 53590; NATURE OF BUSINESS: XX; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: GENERAL MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND VARIOUS NETWORKING EVENTS HOSTED BY THE CHAMBER;

Exams

• S66 Uniform Combined State Law Examination
  2008-09-12

Designations

Other Names

• Erin M Schwoever
• Erin M Schwoerer