Jason John Rolling

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

• 09/2009 → 09/2018
  Mbank
  Marquette, MI
• 04/2012 → 12/2017
  Sagepoint Financial
  Marquette, MI
• 01/2019 → 03/2024
  Erts Wealth Advisors, Llc
  Marquette, MI
• 10/2018 → 12/2018
  Us Army
  Negaunee, MI
• 03/2024 → 07/2025
  Erts Wealth Advisors, Llc
  Marquette, MI
• 04/2025 → Present
  Carson Wealth
  Marquette, MI
• 04/2025 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2021-09-20 → 2025-07-07
  B.A. Roberts Financial Services, Inc.
  Marquette, MI

Other Businesses

NAME OF BUSINESS: Conatum Group LLC NATURE: Real Estate START: 11/05/2019 POSITION: Partner APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Partner NAME OF BUSINESS: 1007 Harbor Drive, LLC NATURE: Real estate START: 05/11/2022 POSITION: Member APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Member NAME OF BUSINESS: Noquemanon Trail Network NATURE: Non-Profit START: 04/01/2022 POSITION: Board Member APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board member responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-18
• S63 Uniform Securities Agent State Law Examination
  2013-10-16