Jordan Curtis Nare

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

• 10/2019 → 08/2021
  Pinnacle Wealth Management, Inc.
  West Chester, OH
• 05/2018 → 10/2019
  Kelsey Chevrolet
  Lawrenceburg, IN
• 01/2018 → 05/2018
  Bramel & Ackley, Psc
  Fort Wright, KY
• 01/2017 → 01/2018
  Immaculate Commercial Services
  Cincinnati, OH
• 08/2015 → 01/2017
  Kroger
  Lawrenceburg, IN
• 05/2016 → 05/2019
  Thomas More University
  Crestview Hills, KY
• 09/2021 → 07/2022
  Mariner Wealth Advisors
  West Chester, OH
• 07/2022 → 03/2026
  Total Wealth Planning, Llc
  Cincinnati, OH
• 11/2025 → Present
  Cwm, Llc
  Omaha, NE
• 11/2025 → Present
  Carson Wealth
  Cincinnati, OH

Previous Registrations

• 2022-08-08 → 2026-03-23
  Total Wealth Planning, Llc
  Cincinnati, OH
• 2021-09-28 → 2022-07-20
  Mariner
  West Chester, OH
• 2020-12-08 → 2021-12-23
  Pinnacle Wealth Management, Inc.
  West Chester, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-07