Grace Ferris

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

• 11/2022 → 12/2024
  Carson Wealth Nevada Mo
  Nevada, MO
• 01/2025 → 11/2025
  Unemployed
  Nevada, MO
• 05/2021 → 11/2022
  Nevada Insurance Agency
  Nevada, MO
• 08/2018 → 05/2021
  Student
  Pittsburg, KS
• 05/2020 → 10/2020
  Great Southern Bank
  Nevada, MO
• 01/2015 → 08/2018
  Student
  Nevada, MO
• 11/2025 → Present
  Cwm, Llc
  Omaha, NE
• 11/2025 → Present
  Carson Wealth
  Nevada, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-04

Other Names

• Jackson
• Grace Christine Ann Jackson
• Grace Christine Ann Ferris