John Edward Saunders
Investment adviser representative at Cwm, LLC
23 yearsExperience
3 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
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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
23 years in the industry.
- Carson WealthFeb 2019 to now
- Cwm, LLCJan 2012 to now
- Cetera Advisor Networks, LLCJan 2017 to Jan 2025
- Saunders Tax & Accounts, Inc.Jan 2011 to May 2018
- Cornerstone Wealth LLCMar 2008 to Feb 2019
- LPL Financial LLC (f/k/a Linsco/private Ledger Corp.)Dec 2003 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (MD, TN, 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
- 3082439
- Firm CRD
- 155344