Jonah Michael Bies

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

• 01/2022 → 05/2022
  Nylife Securities Llc
  Spokane, WA
• 07/2021 → 05/2022
  New York Life Insurance Company
  Spokane, WA
• 07/2020 → 07/2021
  Cru
  Orlando, FL
• 07/2019 → 01/2020
  Premera
  Spokane, WA
• 07/2017 → 07/2020
  Ymca Inw
  Spokane, WA
• 09/2015 → 01/2017
  Noah's Ark Early Learning Center
  Cheney, WA
• 12/2014 → 06/2017
  Crown College
  St. Bonifacius, MN
• 07/2022 → Present
  Cwm, Llc
  Omaha, NE
• 06/2022 → 09/2024
  Waymaker Wealth Advisors
  Spokane, WA
• 09/2024 → 01/2025
  Waymaker Wealth Advisors
  Spokane, WA
• 01/2025 → Present
  Fortis Financial Partners
  Spokan, WA

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 8/19/2022 APPX. HRS/MONTH: 10 % APPX HRS/MONTH DURING TRADING HOURS: 50 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-15
• S63 Uniform Securities Agent State Law Examination
  2022-03-16