Matthew Wade Jones
Investment adviser representative at Cwm, LLC
21 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
21 years in the industry.
- Cwm, LLCMay 2025 to now
- Cetera Wealth Services, LLCMay 2025 to now
- Cwm, LLC dba Carson Group HoldingsMay 2025 to now
- Independent ContractorJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Cambridge Investment Research Advisors Inc.Dec 2021 to Apr 2024
- Cambridge Investment Research Inc.Dec 2021 to Apr 2024
- Securities America Advisors, Inc.Apr 2011 to Nov 2021
- Securities America, Inc.Sep 2005 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 4905061
- Firm CRD
- 155344