John Joseph Fitzsimons

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

• 03/2003 → Present
  Us Army National Guard
  Glen Arm, MD
• 08/2016 → 07/2018
  Oliver Wyman
  New York, NY
• 10/2020 → Present
  Anabasis, Inc.
  Sheridan, WY
• 03/2025 → Present
  Carson Wealth
  Clifton Park, NY
• 03/2025 → Present
  Cwm, Llc
  Omaha, NE

Other Businesses

NAME OF BUSINESS: Anabasis, Inc. NATURE: Consulting START: 10/1/2020 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Consulting NAME OF BUSINESS: J4 Holdings, LLC NATURE: Real Estate START: 11/01/2017 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Owner NAME OF BUSINESS: J4 Operations NATURE: Real Estate START: 11/01/2017 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-24