Jessica Marie Matheson

Current Employers

Employment History

• 11/2019 → 07/2023
  Wells Fargo Clearing Services, Llc
  Lebanon, NH
• 01/2004 → 11/2019
  Clark Mortenson Agency - The Hilb Group
  Claremont, NH
• 07/2023 → 07/2026
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 07/2026 → Present
  Doyle And Loughman Wealth Management Group
  Lebanon, NH
• 07/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Cwm, Llc Dba Carson Group Holdings
  Lebanon, NH

Previous Registrations

• 2023-07-14 → 2026-08-05
  Wells Fargo Advisors Financial Network, Llc
  Lebanon, NH
• 2021-06-11 → 2023-07-14
  Wells Fargo Clearing Services, Llc
  Lebanon, NH

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT START DATE: 07/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: I WILL BE PROVIDING OPERATIONAL SUPPORT TO CLIENTS AND ADVISOR WHEN NEEDED; 2. NAME OF OTHER BUSINESS: DOYLE AND LOUGHMAN WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE OPERATIONS SERVICES 3. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT TO CLIENTS AND ADVISORS;

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11

Other Names

• Jessica Marie Grimsley
• Jessica Matheson