Thomas Frank Commander

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 05/1997 → 12/2018
  County Of Napa
  Napa, CA
• 12/2018 → 01/2020
  Retired From County Of Napa
  Na, CA
• 01/2020 → 11/2021
  United Planners Financial Services A Limited Partner
  Scottsdale, AZ
• 01/2020 → Present
  Vintage High School, Athletic Dept.
  Napa, CA
• 12/2021 → Present
  Cwm. Llc
  Omaha, NE
• 11/2021 → Present
  Carson Wealth Management
  Napa, CA
• 07/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2021-12-08 → 2025-07-07
  Cwm, Llc
  Napa, CA
  Omaha, NE
  Napa, CA
• 2020-01-17 → 2021-12-15
  United Planners' Financial Services Of America A Limited Partner
  Napa, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-18
• S66 Uniform Combined State Law Examination
  2019-12-23

Designations

• Certified Financial Planner

Other Names

• Tom Commander