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Inactive

Jason L Botwinick

Cwa Asset Management Group

Naples, FL

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Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-24
  • FL RA
    APPROVED
    Since 2025-09-24

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • 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
Sungarden Investment Management Weston FL 05/2021 09/2021
Madison Honda Madison NJ 05/2019 08/2019
Streamline Car Wash Rockaway NJ 07/2018 03/2019
Morgan Stanley Private Bank, N.A. Temple Terrace FL 08/2022 01/2024
Morris Knolls High School Rockaway NJ 09/2014 06/2018
Florida State University Tallahassee FL 08/2019 05/2021
Florida State University Tallahassee Fl FL 09/2021 05/2022
Morgan Stanley Private Bank, N.A. Tampa FL 01/2024 09/2025
Cwa Asset Management Group Llc Naples FL 09/2025 Present
  • 05/2021 → 09/2021
    Sungarden Investment Management
    Weston, FL
  • 05/2019 → 08/2019
    Madison Honda
    Madison, NJ
  • 07/2018 → 03/2019
    Streamline Car Wash
    Rockaway, NJ
  • 08/2022 → 01/2024
    Morgan Stanley Private Bank, N.A.
    Temple Terrace, FL
  • 09/2014 → 06/2018
    Morris Knolls High School
    Rockaway, NJ
  • 08/2019 → 05/2021
    Florida State University
    Tallahassee, FL
  • 09/2021 → 05/2022
    Florida State University
    Tallahassee Fl, FL
  • 01/2024 → 09/2025
    Morgan Stanley Private Bank, N.A.
    Tampa, FL
  • 09/2025 → Present
    Cwa Asset Management Group Llc
    Naples, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-15
  • S66 Uniform Combined State Law Examination
    2022-12-15

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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