Jason Michael Juhl

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

• 01/2016 → 08/2020
  U.S. Bancorp Investments, Inc.
  West Des Moines, IA
• 08/2020 → Present
  Cwm, Llc
  West Des Moines, IA
• 08/2020 → 02/2024
  Cetera Advisor Networks
  El Segundo, CA
• 08/2020 → Present
  Carson Wealth
  West Des Moines, IA

Previous Registrations

• 2016-01-29 → 2020-08-28
  U.S. Bancorp Investments, Inc.
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
  West Des Moines, IA
  West Des Moines, IA
  Des Moines, IA
• 2013-04-01 → 2016-02-04
  Wells Fargo Clearing Services, Llc
  Clive, IA
  West Des Moines, IA

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 8/27/2020 APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Crown Juhl's, LLC NATURE: Holding Company START: 1/15/2023 POSITION: Owner APPX. HRS/MONTH: <1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Owner NAME OF BUSINESS: Orchard Place Foundation NATURE: Mental Health Services for Children START: 05/19/2021 POSITION: Board Member APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board Member NAME OF BUSINESS: Income Lab Masterclass NATURE: Lecturer START: 03/26/2024 POSITION: Lecturer APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 2 DUTIES: Lecture NAME OF BUSINESS: Income Lab NATURE: Advisory Board START: 08/05/2024 POSITION: Board Member APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 2 DUTIES: Lecture

Exams

• S66 Uniform Combined State Law Examination
  2013-03-29