David Jwanier

Current Employers

Employment History

• 03/2016 → 02/2019
  Capital One Investing
  Wilmington, DC
• 02/2019 → 04/2019
  Unemployed
  Collegeville, PA
• 04/2019 → 06/2021
  Voya Financial Advisors, Inc.
  Conshohocken, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cwm Llc Carson Partners
  Omaha, NE

Previous Registrations

• 2021-02-25 → 2021-06-09
  Voya Financial Advisors, Inc.
  Conshohocken, PA
  Lansdale, PA

Other Businesses

(1) NAME OF ENTITY: FINANCIAL INDEPENDENCE PLANNING, LLC; Yes; 1495 ALAN WOOD RD STE 100; CONSHOHOCKEN; PA; 19428; FINANCIAL SERVICES/DBA; CLIENT SERVICE ASSOCIATE; 4/1/2019; 160; 160; PROVIDE ADMIN AND CLERICAL DUTIES.| (2) NAME OF ENTITY: The Stable.ca and Hold the Line Stable; No; N/A; Guelph and Pittsburgh; PA; 15301; Racehorse; Fractional Owner; 1/2/2019; 0; 0; Passive ownership| (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; (4) NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS - CRD # 155344, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 09/2025 APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-16
• S63 Uniform Securities Agent State Law Examination
  2017-10-18