Nicole Reiko Jones

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

Authority	Category	Status	Date
WA	RA	APPROVED	2023-04-26

WA RA
APPROVED

Since 2023-04-26

Branch Locations

7117 West Hood Place, Ste 120, Kennewick, WA 99336 • United States

14600 Branch St., Omaha, NE 68154 • 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

Organization	City	State	From	To
Latitude Wealth Management, Llc	Kennewick	WA	01/2020	04/2023
James Hay Partnership	Salisbury		11/2012	12/2019
Latitude Wealth Management, Llc	Kennewick	WA	04/2023	09/2024
Cwm, Llc	Omaha	NE	04/2023	Present
Latitude Wealth Management, Llc	Kennewick	WA	09/2024	Present

01/2020 → 04/2023

Latitude Wealth Management, Llc

Kennewick, WA
11/2012 → 12/2019

James Hay Partnership

Salisbury
04/2023 → 09/2024

Latitude Wealth Management, Llc

Kennewick, WA
04/2023 → Present

Cwm, Llc

Omaha, NE
09/2024 → Present

Latitude Wealth Management, Llc

Kennewick, WA

Other Businesses

NAME OF BUSINESS: N/A NATURE: Notary Public START: 08/25/2021 POSITION: Notary Public APPX. HRS/MONTH: <1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: <1 DUTIES: Notary

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Nicole Fitzer
Nicole Reiko Fitzer

View on SEC IAPD