Inactive

Jace Christian Rees

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Current Employers

Cwm, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-03-27

TX RA
APPROVED

Since 2024-03-27

Branch Locations

601 State Street, Ste. 425, Southlake, TX 76092 • United States

7363 Rock Point Lane, Tyler, TX 75703 • 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
Dallas National Golf Club	Dallas	TX	02/2021	09/2021
Stoneway Financial, Llc	Addison	TX	10/2021	05/2023
Stoneway Financial, Llc	Southlake	TX	06/2023	Present
Grace Community High School	Tyler	TX	01/2016	05/2019
Dallas Baptist University	Dallas	TX	08/2019	05/2023

02/2021 → 09/2021

Dallas National Golf Club

Dallas, TX
10/2021 → 05/2023

Stoneway Financial, Llc

Addison, TX
06/2023 → Present

Stoneway Financial, Llc

Southlake, TX
01/2016 → 05/2019

Grace Community High School

Tyler, TX
08/2019 → 05/2023

Dallas Baptist University

Dallas, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-26

S65 Uniform Investment Adviser Law Examination

2024-03-26

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.

DOUBLE EAGLE CAPITAL MANAGEMENT LP

PLANGUIDE FINANCIAL

RIDGEWOOD WEALTH MANAGEMENT LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PROPHET EQUITY MANAGEMENT LLC

PROPHET EQUITY MANAGEMENT II LLC

TABERNACLE EQUITY MANAGEMENT LLC

Other Investors

MERRY LYN BAGWELL

SzeSze Fertitta

JOHN SCOTT WICKE

OWEN FRED GARTRELL

RAEANN MARIE SARSFIELD

HOUSTON L RICHARDS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX

DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX

PLANGUIDE FINANCIAL · SOUTHLAKE, TX

RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX

PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX

TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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