Isaiah Benjamin 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 09/2022
  Securities America, Inc.
  La Vista, NE
• 11/2017 → 05/2018
  Unemployed
  La Vista, NE
• 05/2014 → 11/2017
  Electronic Contracting Company
  Omaha, NE
• 09/2022 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE
• 09/2022 → Present
  Cwm, Dba Carson Partners - Crd # 155344
  Omaha, NE
• 01/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2019-01-30 → 2022-09-19
  Securities America Advisors, Inc.
  La Vista, NE

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, DBA CARSON PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: BI DEVELOPER START DATE: 9/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: DEVELOPING REPORTING APPLICATIONS FOR BUSINESS DATA INSIGHTS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 9/2022 POSITION/TITLE/RELATIONSHIP: BI DEVELOPER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: DEVELOPING REPORTING APPLICATIONS FOR BUSINESS DATA INSIGHTS;

Exams

• S66 Uniform Combined State Law Examination
  2019-01-29

Other Names

• Isaiah Jones