Jaime J Gerber
Investment adviser representative at Cwm, LLC
25 yearsExperience
1 stateRegistered 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.
- Cwm, LLCJan 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- Bixler InsuranceJan 2025 to now
- Fm InvestmentsOct 2023 to Dec 2024
- Farmers & Merchants State BankNov 2020 to Dec 2024
- Raymond James Financial Services, Inc.Nov 2020 to Dec 2024
- F&m BankNov 2020 to Oct 2023
- Adams County Financial ResourcesOct 2001 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 4771530
- Firm CRD
- 155344