Brenna Jane Weems

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2014 → 02/2017
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 02/2017 → 08/2022
  Cwm, Llc
  Omaha, NE
• 02/2017 → 08/2022
  Pinnacle Financial Group
  Amarillo, TX
• 02/2017 → 08/2023
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 08/2022 → 08/2023
  Pinnacle Financial Group
  Amarillo, TX
• 08/2022 → 08/2023
  Cwm, Llc
  Omaha, NE
• 08/2023 → Present
  Cumbie Financial
  Lubbock, TX
• 08/2023 → Present
  Raymond James Financial Services, Inc.
  Lubbock, TX
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Lubbock, TX
• 08/2023 → Present
  Oakcrest Advisors
  Liberty Hill, TX

Previous Registrations

• 2017-02-07 → 2023-08-02
  Cwm, Llc
  Amarillo, TX
  Amarillo, TX
  Omaha, NE
• 2015-01-07 → 2016-12-12
  United Capital Financial Advisors
  Irving, TX
• 2013-12-13 → 2014-05-19
  United Capital Financial Advisors
  Irving, TX
  Dallas, TX

Other Businesses

(1)Name of Business: Back Window Welding Inc Address: 4009 139th Street, Lubbock, TX, 79423, United States Activity Type: Business Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 07/21/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Husbands business - help with bookkeeping, secretary work, and errands (2)Name of Business: Cumbie Financial Address: 5703 114th St Ste 100, Lubbock, TX, 79424-6300, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Agent (3)Name of Business: Oak Crest Address: 5703 114th St Ste 100, Lubbock, TX, 79424-6300, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Advisor Representative for Cumbie Financial

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-31
• S65 Uniform Investment Adviser Law Examination
  2013-12-13

Other Names

• Brenna Bibbs
• Brenna Jane Bibb
• Brenna Bibb Weems