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Jamie Nicole Decarlo

Cwm, LLC

Arvada, CO

Omaha, NE

Elkhorn, NE

Spartanburg, SC

CRD 7715338

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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:

Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-06-05
CO RA APPROVED 2024-04-10
NE RA APPROVED 2023-04-25
  • SC RA
    APPROVED
    Since 2024-06-05
  • CO RA
    APPROVED
    Since 2024-04-10
  • NE RA
    APPROVED
    Since 2023-04-25

Branch Locations

7705 Ralston Rd, Arvada, CO 80002 • United States

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

Elkhorn, NE • United States

Spartanburg, SC • 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
Carters, Inc. Estero FL 11/2017 06/2018
Ascena Retail Group Estero FL 06/2018 08/2019
Capri Holdings Limited Estero FL 08/2019 11/2019
Target Corporation Ft. Myers FL 11/2019 04/2022
Cwm, Llc Omaha NE 06/2022 Present
Unemployed Omaha NE 04/2022 06/2022
Full-Time Education Ft. Myers FL 04/2013 12/2021
Carson Group Omaha NE 04/2023 04/2024
Valorem Financial Arvada CO 04/2024 Present
  • 11/2017 → 06/2018
    Carters, Inc.
    Estero, FL
  • 06/2018 → 08/2019
    Ascena Retail Group
    Estero, FL
  • 08/2019 → 11/2019
    Capri Holdings Limited
    Estero, FL
  • 11/2019 → 04/2022
    Target Corporation
    Ft. Myers, FL
  • 06/2022 → Present
    Cwm, Llc
    Omaha, NE
  • 04/2022 → 06/2022
    Unemployed
    Omaha, NE
  • 04/2013 → 12/2021
    Full-Time Education
    Ft. Myers, FL
  • 04/2023 → 04/2024
    Carson Group
    Omaha, NE
  • 04/2024 → Present
    Valorem Financial
    Arvada, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-11
  • S65 Uniform Investment Adviser Law Examination
    2022-10-11

View on SEC IAPD

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