James A Degaetano
Investment adviser representative at Cwm, LLC
19 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$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
19 years in the industry.
- Cwm, LLCApr 2022 to now
- Diamond Wealth AdvisorsApr 2022 to now
- Jd Financial Services Inc. (dba: Diamond Wealth Advisors)Mar 2017 to now
- LPL Financial, LLCMar 2017 to Apr 2022
- First Command Advisory ServicesDec 2015 to Feb 2017
- First Command Financial Planning, Inc.Mar 2007 to Feb 2017
- First Command Financial Services, Inc.Mar 2007 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (LA, PA, TX, VA).
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
- 4568113
- Firm CRD
- 155344