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Brady Allen Jones

Cwm, LLC

Omaha, NE

Littleton, CO

CRD 7245897

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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
CO RA APPROVED 2025-06-10
  • CO RA
    APPROVED
    Since 2025-06-10

Branch Locations

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

13976 W. Bowles Ave, Ste. 200, Littleton, CO 80127 • 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
Wambolt & Associates, Llc Littleton CO 02/2020 Present
Wambolt & Associates, Llc Littleton CO 02/2019 12/2019
The Wooden Table Greenwood Village CO 03/2014 02/2019
United States Marine Corp. Littleton CO 08/2016 Present
Carson Wealth Littleton CO 06/2025 Present
Cwm, Llc Omaha NE 06/2025 Present
  • 02/2020 → Present
    Wambolt & Associates, Llc
    Littleton, CO
  • 02/2019 → 12/2019
    Wambolt & Associates, Llc
    Littleton, CO
  • 03/2014 → 02/2019
    The Wooden Table
    Greenwood Village, CO
  • 08/2016 → Present
    United States Marine Corp.
    Littleton, CO
  • 06/2025 → Present
    Carson Wealth
    Littleton, CO
  • 06/2025 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2025-05-21 → 2025-09-12
    Wambolt & Associates, Llc
    Littleton, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

View on SEC IAPD

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