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Jonathan Erik Adams

Cwm, LLC

Omaha, NE

Englewood, CO

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Current Employers
Cwm, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-09
  • CO RA
    APPROVED
    Since 2025-07-09

Branch Locations

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

9635 Maroon Circle, Ste. 440, Englewood, CO 80112 • 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
Aveo Capital Englewood CO 11/2023 10/2025
South Metro Fire Rescue Centennial CO 03/1997 06/2023
Jack Clancy And Associates Sacramento CA 01/2013 09/2024
Cwm, Llc Omaha NE 07/2025 Present
Carson Wealth Englewood CO 07/2025 Present
  • 11/2023 → 10/2025
    Aveo Capital
    Englewood, CO
  • 03/1997 → 06/2023
    South Metro Fire Rescue
    Centennial, CO
  • 01/2013 → 09/2024
    Jack Clancy And Associates
    Sacramento, CA
  • 07/2025 → Present
    Cwm, Llc
    Omaha, NE
  • 07/2025 → Present
    Carson Wealth
    Englewood, CO
Previous Registrations
  • 2023-11-13 → 2025-10-02
    Aveo Capital Partners, Llc
    Englewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-06
  • S65 Uniform Investment Adviser Law Examination
    2023-11-06
Other Names
  • Jon Adams

View on SEC IAPD

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