James Thomas Elios
Investment adviser representative at Cwm, LLC
28 yearsExperience
2 statesRegistered in
ChFC®Designation
$50.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Carson WealthSep 2026 to now
- Cwm, LLCSep 2026 to now
- Elios Financial Group, Inc.Jan 2007 to now
- Private Client ServicesOct 2018 to Sep 2026
- LPL Financial, LLCNov 1998 to Oct 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2681022
- Firm CRD
- 155344