Jeremy Curtis Day

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

• 02/2020 → 12/2021
  Edward Jones
  Johnson City, TN
• 12/2018 → 02/2020
  Planet Fitness
  Kingsport, TN
• 11/2017 → 12/2018
  Publix Super Markets
  Charlotte, NC
• 11/2016 → 08/2017
  Onemain Financial
  Chattanooga, TN
• 02/2016 → 08/2017
  Chattanooga Lookouts
  Chattanooga, TN
• 10/2017 → 11/2017
  Walmart
  Denver, NC
• 09/2017 → 10/2017
  Unemployed
  Denver, NC
• 12/2021 → 01/2025
  Cetera Advisor Networks
  Johnson City, TN
• 12/2021 → Present
  Cwm, Llc
  Johnson City, TN
• 12/2021 → 01/2023
  Carson Wealth
  Johnson City, TN
• 01/2023 → Present
  Carson Wealth
  Johnson City, TN

Previous Registrations

• 2020-05-19 → 2021-12-13
  Edward Jones
  St Louis, MO
  Kingsport, TN
  Johnson City, TN

Other Businesses

NAME OF OTHER BUSINESS: CAMP JORN YMCA BOARD OF DIRECTORS INVESTMENT RELATED: YES ADDRESS: 13591 ZENNER LN MANITOWISH WATERS, WI NATURE OF BUSINESS: YOUTH ACTIVITIES START DATE: 11/2021 APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: NONE POSITION/TITLE/RELATIONSHIP: BOARD MEMEBER BRIEF DESCRIPTION OF DUTIES: I'M ONE OF TWELVE BOARD MEMBERS THAT REVIEWS ANNUAL CAMP GOALS, PROJECTS, BUDGETS, AND ASSISTS FULL TIME EXEC DIRECTOR IN RUNNING OPERATIONS

Exams

• S66 Uniform Combined State Law Examination
  2020-05-16

Other Names

• Jeremy Day