Inactive

Jennifer Lynn Pieson

Cw Advisors, LLC

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Current Employers

Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-06-11

PA RA
APPROVED

Since 2026-06-11

Branch Locations

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

74 West Broad Street Suite 320, Bethlehem, PA 18018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cw Advisors, Llc	Bethlehem	PA	08/2024	Present
Agili	Bethlehem	PA	02/2003	08/2024

08/2024 → Present

Cw Advisors, Llc

Bethlehem, PA
02/2003 → 08/2024

Agili

Bethlehem, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-10

S65 Uniform Investment Adviser Law Examination

2026-06-10

View on SEC IAPD

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