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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-10 |
| NJ | RA | APPROVED | 2023-06-29 |
Branch Locations
41 Ellis Street Suite 200, Haddonfield, NJ 08033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon.cOm | Robbinsville | NJ | 08/2016 | 11/2016 |
| Unemployment | Haddonfield | NJ | 12/2016 | 07/2017 |
| Voya Financial Advisors | Haddonfield | NJ | 07/2017 | 06/2021 |
| Cetera Wealth Services, Llc | Haddonfield | NJ | 06/2021 | Present |
| Jwm Wealth Management Llc | Haddonfield | NJ | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 800 NORTH KINGS HWY STE 305; CHERRY HILL; NJ; 8034; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/5/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 2. NAME OF OTHER BUSINESS: JWM WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: GARDEN STATE COUNCIL, SCOUTING AMERICA & BOY SCOUTS OF AMERICA, BSA; INVESTMENT RELATED: NO ; ADDRESS: 690 RANCOCAS ROAD WESTAMPTON TOWNSHIP, NJ 08060; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; OSITION/TITLE/RELATIONSHIP: BOARD PRESIDENT - CHAIRMAN OF THE BOARD; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: LEAD THE BOARD ON THE GROWTH OF THE SCOUTING MOVEMENT IN THIS COUNCIL;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-30 |
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