Jeremy Doak Cheatham
Investment adviser representative at Cwm, LLC
17 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Jeremy Doak Cheatham? Claim your profile
Contact this firm
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
17 years in the industry.
- Cwm, LLCAug 2026 to now
- Silverhawk Private WealthAug 2026 to now
- Realta Equities, Inc.Jun 2025 to Jul 2026
- Transce3ndJun 2025 to Jul 2026
- National Bank of ArizonaMay 2024 to May 2025
- Wintrust MortgageJan 2023 to Apr 2024
- Draper and Kramer Mortgage CorpJan 2020 to Dec 2022
- Guardian MortgageJan 2019 to Dec 2019
- Bay Equity Home LoansJun 2017 to Dec 2018
- Nova Home LoansJun 2009 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5045118
- Firm CRD
- 155344