Joseph Frank Clites

Current Employers

Employment History

• 06/2013 → 12/2020
  Pacific Life Insurance Company
  Omaha, NE
• 06/2013 → 12/2020
  Pacific Select Distributors
  Newport Beach, CA
• 01/2021 → 06/2021
  Unemployed
  Omaha, NE
• 06/2021 → 12/2022
  Art Jetter & Company
  Omaha, NE
• 01/2023 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Omaha, NE
• 01/2023 → Present
  Cwm, Llc Dba Carson Group Holdings
  Omaha, NE
• 02/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2010-06-04 → 2013-03-13
  Equitable Advisors, Llc
  Omaha, NE
• 2004-04-08 → 2010-04-01
  Securities America Advisors, Inc.
  Omaha, NE
  La Vista, NE

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: LEAD GENERATION ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: WILL BE SOLICITING LEADS TO ENGAGE CLIENTS WITH REPRESENTATIVES; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: LEAD GENERATION ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR GETTING IN CONTACT WITH PERSONS THAT RESPOND TO MARKETING CAMPAIGNS AND PUTTING THEM IN TOUCH WITH AN ADVISOR IN THEIR LOCATION;

Exams

• S66 Uniform Combined State Law Examination
  2023-08-31

Other Names

• Joe Clites