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Natalie Kristen Samuels

Cwm, LLC

Omaha, NE

Lake Mary, FL

Jackson Wealth Management, LLC

Lake Mary, FL

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-29
  • FL RA
    APPROVED
    Since 2026-05-29

Branch Locations

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

755 Primera Blvd, Ste. 1001, Lake Mary, FL 32746 • United States

Jackson Wealth Management, Llc

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-17
  • FL RA
    APPROVED
    Since 2025-09-17

Branch Locations

755 Primera Blvd Suite 1001, Lake Mary, FL 32746 • 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
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
  • 09/2025 → Present
    Jackson Wealth Management, Llc
    Lake Mary, FL
  • 05/2026 → Present
    Jackson Wealth Management, Llc
    Lake Mary, FL
  • 05/2026 → Present
    Cwm, Llc
    Omaha, NE
  • 06/2017 → 08/2017
    Little Water Cantina Llc
    Seattle, WA
  • 08/2017 → 12/2017
    The Walt Disney Company
    Orlando, FL
  • 01/2018 → 04/2018
    Starbucks Coffee Company
    North Bend, WA
  • 11/2021 → 11/2022
    Starbucks Coffee Company
    Winter Springs, FL
  • 11/2022 → 05/2026
    Jackson Wealth Management, Llc
    Lake Mary, FL
  • 04/2018 → 11/2021
    Starbucks Coffee Company
    Dupont, WA
  • 08/2016 → 06/2017
    University Of Washington
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-12
  • S65 Uniform Investment Adviser Law Examination
    2025-09-12
Other Names
  • Natalie Korssjoen
  • Natalie Kristen Korssjoen

View on SEC IAPD

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EQUITABLE ADVISORS, LLC · OMAHA, NE
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CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
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