Jennifer Elaine Austin
Investment adviser representative at Cwm, LLC
20 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
20 years in the industry.
- Cwm, LLCMar 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Cwm, LLC dba Carson Group HoldingsFeb 2025 to now
- Jennifer Austin Fine Art, LLCFeb 2025 to now
- The Burkholder ProjectFeb 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to Feb 2025
- Ameritas Investment CorpMar 2006 to Feb 2025
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2016
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
- 5139184
- Firm CRD
- 155344