John Norman Dalton
Investment adviser representative at Cwm, LLC
33 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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
33 years in the industry.
- Carson WealthJul 2025 to now
- Cwm, LLCJul 2025 to now
- Provident Capital Management, Inc.Aug 1993 to now
- Aveo Capital PartnersNov 2024 to Oct 2025
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 4484259
- Firm CRD
- 155344