Jared Michael Marzocco

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

• 09/2016 → 05/2020
  Ramapo College Of New Jersey
  Mahwah, NJ
• 06/2017 → 09/2017
  Indian Trail Club
  Franklin Lakes, NJ
• 02/2018 → 09/2018
  Midas Chain, Inc.
  Bergenfield, NJ
• 10/2018 → 01/2025
  Taylor Financial Group, Llc
  Franklin Lakes, NJ
• 06/2016 → 09/2016
  Unemployed
  Wyckoff, NJ
• 10/2018 → 09/2020
  Cetera Advisor Networks
  Franklin Lakes, NJ
• 09/2020 → Present
  Cwm, Llc
  Franklin Lakes, NJ
• 09/2020 → 08/2023
  Cetera Advisor Networks
  El Segundo, CA
• 01/2025 → Present
  Carson Wealth
  Franklin Lakes, NJ

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2022 APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH ;

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-12-22
• S65 Uniform Investment Adviser Law Examination
  2020-08-31

Designations

• Certified Financial Planner