Valerie Margaret 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

• 05/2019 → 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

• Chartered Financial Consultant

Other Names

• Valerie Jones