Joseph Pierpont Morgan
Investment adviser representative at Cwm, LLC
24 yearsExperience
4 statesRegistered in
CFP® certification, ChFC®Designations
$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
24 years in the industry.
- Cwm, LLCApr 2019 to now
- Morgan Wealth ManagementNov 2002 to now
- Cetera Advisor NetworksApr 2019 to Jun 2023
- Immanuel SchoolsJun 2016 to Jul 2019
- LPL Financial, LLCNov 2002 to Apr 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 4 states (CA, NE, SC, 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
- 2822025
- Firm CRD
- 155344