Jeffry Wambolt

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

• 05/2017 → 06/2017
  Us Bank
  Centennial, CO
• 02/2016 → 07/2024
  Self Employed
  Littleton, CO
• 03/2018 → 07/2019
  Wambolt & Associates
  Littleton, CO
• 06/2017 → 03/2018
  Chase Bank N.A.
  Thornton, CO
• 01/2025 → 10/2025
  Unemployed
  Littleton, CO
• 10/2025 → Present
  Carson Wealth
  Littleton, CO
• 10/2025 → Present
  Cwm, Llc
  Omaha, NE
• 06/2024 → 01/2025
  Fidelity Investments
  Denver, CO

Previous Registrations

• 2024-11-18 → 2025-01-30
  Fidelity Personal And Workplace Advisors
  Littleton, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-10-30
• S63 Uniform Securities Agent State Law Examination
  2004-05-21

Other Names

• Jeffrey L Wambolt
• Jeffry L Wambolt
• Jeff Wambolt
• Jeff Leland Wambolt
• Jeffry Leland Wambolt