Jared Oliver

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

• 08/2025 → 09/2025
  Bain Wealth Management
  Salem, OR
• 06/2020 → 08/2025
  Agwest Farm Credit
  Salem, OR
• 10/2018 → 05/2021
  Starbucks
  Salem, OR
• 02/2018 → 05/2018
  Shopko
  Spokane, WA
• 06/2018 → 09/2018
  Bain Wealth Management
  Salem, OR
• 06/2015 → 08/2017
  Riviera Christian Childcare Center
  Salem, OR
• 09/2017 → 05/2021
  Whitworth University
  Spokane, WA
• 09/2013 → 06/2017
  West Salem High School
  Salem, OR
• 09/2025 → Present
  Bain Wealth Management
  Salem, OR
• 09/2025 → Present
  Cwm, Llc
  Omaha, NE

Other Businesses

NAME OF BUSINESS: Hope Station Community Services, Inc NATURE: Non-Profit START: 7/1/2024 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Take notes and create meeting minutes. Review financial statements and other business reports. Help make decisions regarding salaries, finances, equipment purchases, etc FIXED INSURANCE NATURE: Insurance START: 11/5/2025 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25