Mark Andrew Jones
Investment adviser representative at Cwm, LLC
25 yearsExperience
2 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
25 years in the industry.
- Carson WealthAug 2023 to now
- Cwm, LLCOct 2021 to now
- Cetera Advisor NetworksOct 2021 to Oct 2024
- Geneos Wealth Management, Inc.Mar 2010 to Sep 2021
- Integrated Wealth ManagementAug 2001 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4146371
- Firm CRD
- 155344