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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:

Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-29
  • FL RA
    APPROVED
    Since 2026-05-29

Branch Locations

755 Primera Blvd, Ste. 1001, Lake Mary, FL 32746 • United States

14600 Branch St., Omaha, NE 68154 • United States

Jackson Wealth Management, Llc

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-13
  • FL RA
    APPROVED
    Since 2022-04-13

Branch Locations

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cwm, Llc Omaha NE 05/2026 Present
Jackson Wealth Management, Llc Lake Mary FL 05/2026 Present
Jackson Wealth Management Llc Lake Mary FL 01/2020 05/2026
Olea Grill Maitland FL 05/2018 01/2020
Florida State University Tallahassee FL 08/2016 05/2018
Amc Theaters Altamonte Springs FL 05/2017 08/2017
Jackson Wealth Management, Llc Lake Mary FL 03/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
Other Names
  • Ashley Ohlmacher
  • Ashley Marie Ohlmacher
  • Ashley Marie Henderson

View on SEC IAPD

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