Janet Ellen Barrett
Investment adviser representative at Cwm, LLC
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
18 years in the industry.
- Carson WealthJan 2021 to now
- Cwm, LLCOct 2018 to now
- Cetera Wealth Services, LLCDec 2018 to Jul 2025
- Strategic Wealth PartnersNov 2018 to Jan 2021
- Various Insurance Carriers for W & R Insurance AgenciesJun 2008 to Dec 2018
- Waddell & Reed, Inc.Mar 2008 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4614111
- Firm CRD
- 155344