Jamie Carlene Shilanski
Investment adviser representative at Cwm, LLC
28 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
28 years in the industry.
- Cwm, LLCSep 2025 to now
- Shalanski & Associates, Inc.Sep 2025 to now
- Bristol Ann Wild, LLCNov 2022 to now
- Retirement Tax Services, LLCApr 2022 to now
- Tier 1 Veterinary Medical ServicesJan 2021 to now
- Cetera Wealth Services, LLCSep 2019 to now
- Shilanski & Associates, Inc.Jun 1998 to now
- Infinity SolutionsJan 2020 to Nov 2022
- Summit Brokerage Services IncMay 2002 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AK, 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
- 4540918
- Firm CRD
- 155344