John Marshall Graves

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

• 04/2017 → 11/2017
  Affinity Advisory Network
  Canton, OH
• 01/2024 → Present
  Cwm, Llc
  Omaha, NE
• 01/2024 → Present
  Carson Wealth
  Pittsburgh, PA
• 10/2022 → 01/2024
  Corecap Investments, Llc
  Southfield, MI
• 11/2021 → 01/2024
  Corecap Advisors
  Southfield, MI
• 01/2013 → Present
  Graves Law Firm
  Canton, OH

Previous Registrations

• 2021-11-05 → 2024-01-25
  Corecap Advisors
  Southfield, MI
  Canton, OH

Other Businesses

NAME OF BUSINESS: Graves Law Firm NATURE: Law Firm START: 01/01/2013 POSITION: Co-Owner APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 DUTIES: occasional client appointments, intakes and document signings, presenting educational seminars, and attending professional organization events. FIXED INSURANCE NATURE: Insurance START: 04/01/2017 APPX. HRS/MONTH: 40 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 40 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Marshall Financial Management, LLC NATURE: Holding Company START: 06/01/2016 POSITION: Owner APPX. HRS/MONTH: <1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: <1 DUTIES: Owner

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-26
• S65 Uniform Investment Adviser Law Examination
  2021-09-14

Designations

• Certified Financial Planner