Joseph Frank Clites
Investment adviser representative at Cwm, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cwm, LLCSep 2023 to now
- Cetera Wealth Services, LLCFeb 2023 to now
- Cwm, LLC dba Carson Group HoldingsJan 2023 to now
- Art Jetter & CompanyJun 2021 to Dec 2022
- UnemployedJan 2021 to Jun 2021
- Pacific Life Insurance CompanyJun 2013 to Dec 2020
- Pacific Select DistributorsJun 2013 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 3169808
- Firm CRD
- 155344