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Gabriel Allen Jones

Cwm, LLC

Grandville, MI

Omaha, NE

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Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-01
  • MI RA
    APPROVED
    Since 2023-03-01

Branch Locations

4555 Wilson Ave Sw, Ste 4, Grandville, MI 49418 • United States

14600 Branch St., Omaha, NE 68154 • 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
Advanced Asset Management, Llc Grandville MI 05/2014 06/2023
Aaa Financial Planning And Investments Grandville MI 03/2023 Present
Cwm, Llc Omaha NE 03/2023 Present
  • 05/2014 → 06/2023
    Advanced Asset Management, Llc
    Grandville, MI
  • 03/2023 → Present
    Aaa Financial Planning And Investments
    Grandville, MI
  • 03/2023 → Present
    Cwm, Llc
    Omaha, NE
Previous Registrations
  • 2014-05-08 → 2023-07-05
    Aam Fee-Only Financial Planning And Investment Advisory, Llc
    Grandville, MI
  • 2014-02-05 → 2014-05-06
    Nautilus Financial Llc
    Greenville, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-21
  • S65 Uniform Investment Adviser Law Examination
    2014-01-21

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · GRANDVILLE, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Grandville, MI
LPL FINANCIAL LLC · GRANDVILLE, MI
LPL FINANCIAL LLC · GRANDVILLE, MI
LPL FINANCIAL LLC · GRANDVILLE, MI
EDWARD JONES · Grandville, MI
OSAIC WEALTH, INC. · GRANDVILLE, MI
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