Jeffrey Paul Couzens
Investment adviser representative at Cwm, LLC
27 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
27 years in the industry.
- Dibble Realty LLC,Oct 2024 to now
- Shanuk Holdings, LLCAug 2022 to now
- Cwm, LLCMay 2022 to now
- Cetera Wealth Services, LLCMay 2022 to now
- Cwm, LLC dba Carson PartnersMay 2022 to now
- Kca RealtyJun 2020 to now
- Zenu Realty LLCMay 2012 to now
- The Chez Est, LLCApr 2013 to May 2023
- Griswald Realty LLCMar 2013 to Dec 2023
- Karn Couzens and Associates, Inc.Jan 2004 to Jun 2022
- Royal Alliance Associates, Inc.Oct 1999 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, 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
- 2979823
- Firm CRD
- 155344