Jared Mark Jones

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

• 08/2011 → Present
  Lpl Financial, Llc
  Spokane, WA
• 08/2011 → Present
  Financial Management, Inc.
  Spokane, WA

Previous Registrations

• 2011-09-12 → 2020-09-28
  Financial Management, Inc.
  Yakima, WA
• 2011-08-30 → 2015-10-28
  Lpl Financial Llc
  Spokane, WA
• 2009-10-27 → 2011-09-08
  Investment Advisors International, Inc.
  Spokane Valley, WA

Other Businesses

(1) NAME OF OTHER BUSINESS: DBA WAYMAKER WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2020 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES (2) 9/4/2012: OTHER-RENTING OFFICE SPACE - FINANCIAL PLANNING - SHARING OFFICE SPACE WITH A LAW FIRM AND COMMERCIAL REAL ESTATE FIRM. - TIME SPENT 100% - SPOKANE, WA. (3) 06/02/2014 - OTHER - MARKETING BUSINESS TO SEEK OUT AND PURCHASE - SPOKANE, WA (4)03/19/2015 - JONES FINANCIAL PLANNING, CO. LLC. - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - FINANCIAL PLANNING FEES, ASSET MANAGEMENT FEES, INSURANCE SALES - TIME SPENT 2 HOURS PER MONTH - SPOKANE, WA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-16
• S63 Uniform Securities Agent State Law Examination
  2009-03-18

Other Names

• Jared Mark Jones
• Jared Mark Jones