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Cwm, LLC CRD 155344
$50.6B regulatory AUM 248 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-29 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
755 Primera Blvd, Ste. 1001, Lake Mary, FL 32746 • United States
755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Wealth Management, Llc | Lake Mary | FL | 09/2025 | Present |
| Jackson Wealth Management, Llc | Lake Mary | FL | 05/2026 | Present |
| Cwm, Llc | Omaha | NE | 05/2026 | Present |
| Little Water Cantina Llc | Seattle | WA | 06/2017 | 08/2017 |
| The Walt Disney Company | Orlando | FL | 08/2017 | 12/2017 |
| Starbucks Coffee Company | North Bend | WA | 01/2018 | 04/2018 |
| Starbucks Coffee Company | Winter Springs | FL | 11/2021 | 11/2022 |
| Jackson Wealth Management, Llc | Lake Mary | FL | 11/2022 | 05/2026 |
| Starbucks Coffee Company | Dupont | WA | 04/2018 | 11/2021 |
| University Of Washington | Seattle | WA | 08/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
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