Best Investors Account Sign in
Inactive

Caroline Rose Johnson

Cwm, LLC

Omaha, NE

Lake Mary, FL

Jackson Wealth Management, LLC

Lake Mary, FL

Claim This Profile
Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-28
  • FL RA
    APPROVED
    Since 2026-05-28

Branch Locations

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

755 Primera Blvd, Ste. 1001, Lake Mary, FL 32746 • United States

Jackson Wealth Management, Llc

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-23
  • FL RA
    APPROVED
    Since 2025-12-23

Branch Locations

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • 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
Jackson Wealth Management, Llc Lake Mary FL 12/2025 Present
Jackson Wealth Management, Llc Lake Mary FL 05/2026 Present
Cwm, Llc Omaha NE 05/2026 Present
Jackson Wealth Management, Llc Lake Mary FL 08/2022 05/2026
Dicks Sporting Goods Orlando FL 11/2020 07/2021
First Watch Oviedo FL 02/2019 11/2019
Boardwalk Bowl Orlando FL 07/2017 09/2018
Winter Park High School Winter Park FL 09/2014 05/2018
Full-Time Student Orlando FL 08/2018 12/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-18
  • S65 Uniform Investment Adviser Law Examination
    2025-12-18
Other Names
  • Caroline Rose Johnson
  • Caroline Johnson

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor