Best Investors Account Sign in
Inactive

Jake Larkin Murphy

Cwa Asset Management Group

Naples, FL

Charlotte, NC

Claim This Profile
Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-05
  • NC RA
    APPROVED
    Since 2026-05-05

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

4201 Congress Street Suite 140, Charlotte, NC 28209 • 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
OrganizationCityStateFromTo
Cwa Asset Management Group, Llc Charlotte NC 06/2025 Present
Raymond James Wilmington NC 06/2023 06/2024
United States Military Colorado Springs CO 07/2020 06/2021
United States Air Force Academy Colorado Springs CO 06/2021 06/2023
University Of North Carolina Wilmington Wilmington NC 06/2023 05/2025
N/A Phoenix AZ 01/2016 07/2020
  • 06/2025 → Present
    Cwa Asset Management Group, Llc
    Charlotte, NC
  • 06/2023 → 06/2024
    Raymond James
    Wilmington, NC
  • 07/2020 → 06/2021
    United States Military
    Colorado Springs, CO
  • 06/2021 → 06/2023
    United States Air Force Academy
    Colorado Springs, CO
  • 06/2023 → 05/2025
    University Of North Carolina Wilmington
    Wilmington, NC
  • 01/2016 → 07/2020
    N/A
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-05
  • S65 Uniform Investment Adviser Law Examination
    2026-05-05

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor