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Valerie Margaret Jones

Cwm, LLC

Fort Atkinson, WI

Omaha, NE

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-05
  • WI RA
    APPROVED
    Since 2026-02-05

Branch Locations

37 Milwaukee Ave East, Fort Atkinson, WI 53538 • 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
OrganizationCityStateFromTo
Financial Impact Advisors Fort Atkinson WI 05/2019 02/2026
Cetera Advisor Networks El Segundo CA 05/2019 03/2020
Oregon School District Oregon WI 05/2016 09/2016
University Of Wisconsin-La Crosse La Crosse WI 09/2016 05/2017
Oregon School District Oregon WI 05/2017 09/2017
Independent Mcfarland WI 05/2017 09/2017
University Of Wisconsin-La Crosse La Crosse WI 09/2017 05/2018
Wipfli Financial Advisors Madison WI 05/2018 04/2019
University Of Wisconsin-La Crosse La Crosse WI 09/2018 05/2019
Cwm, Llc Omaha NE 03/2020 Present
Cetera Advisor Networks, Llc El Segundo WI 03/2020 09/2024
Financial Impact Advisors Fort Atkinson WI 02/2026 Present
  • 05/2019 → 02/2026
    Financial Impact Advisors
    Fort Atkinson, WI
  • 05/2019 → 03/2020
    Cetera Advisor Networks
    El Segundo, CA
  • 05/2016 → 09/2016
    Oregon School District
    Oregon, WI
  • 09/2016 → 05/2017
    University Of Wisconsin-La Crosse
    La Crosse, WI
  • 05/2017 → 09/2017
    Oregon School District
    Oregon, WI
  • 05/2017 → 09/2017
    Independent
    Mcfarland, WI
  • 09/2017 → 05/2018
    University Of Wisconsin-La Crosse
    La Crosse, WI
  • 05/2018 → 04/2019
    Wipfli Financial Advisors
    Madison, WI
  • 09/2018 → 05/2019
    University Of Wisconsin-La Crosse
    La Crosse, WI
  • 03/2020 → Present
    Cwm, Llc
    Omaha, NE
  • 03/2020 → 09/2024
    Cetera Advisor Networks, Llc
    El Segundo, WI
  • 02/2026 → Present
    Financial Impact Advisors
    Fort Atkinson, WI
Designations
Other Names
  • Valerie Jones

View on SEC IAPD

Other Firms

COORDINATED CAPITAL SECURITIES, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.

Other Investors

TODD ALAN WOLFF
TAYLOR ROBERT SMITHYMAN
THOMAS JAMES NOEL
DEBRA ELLEN RANGUETTE
Nicholas Richard Simonson
SARA DANIELLE WILLIAMS
DREW JACOB WILLIAMS
Julie Lynn Nachtigal

Other Offices

COORDINATED CAPITAL SECURITIES, INC. · FORT ATKINSON, WI
EDWARD JONES · FORT ATKINSON, WI
CETERA INVESTMENT ADVISERS LLC · FORT ATKINSON, WI
EDWARD JONES · FT ATKINSON, WI
OSAIC WEALTH, INC. · FORT ATKINSON, WI
EDWARD JONES · FT ATKINSON, WI
EDWARD JONES · FORT ATKINSON, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Jefferson, WI

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