Benjamin Avery Johnson

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

• 02/2025 → Present
  Pesta And Pesta Wealth Management
  Cupertino, CA
• 05/2024 → 07/2024
  Pesta And Pesta Wealth Management
  Cupertino, CA
• 05/2023 → 07/2023
  Fidelity Investments
  Bellevue, WA
• 05/2022 → 07/2022
  Authentic Id
  Kirkland, WA
• 07/2021 → 12/2024
  Pepperdine University
  Malibu, CA
• 07/2017 → 05/2021
  Skyline High School
  Sammamish, WA
• 02/2015 → 05/2017
  Beaver Lake Middle School
  Issaquah, WA
• 02/2025 → Present
  Cwm, Llc
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-02