Jaclyn Adams Peal
Investment adviser representative at Cwm, LLC
11 yearsExperience
1 stateRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Jaclyn Adams Peal? 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
11 years in the industry.
- Cwm, LLCAug 2020 to now
- Cetera Wealth Services, LLCJan 2020 to now
- Cwm, dba Carson PartnersSep 2019 to now
- Gemini Fund Services, LLCJan 2019 to Jan 2020
- Cls Investments, LLCMar 2015 to Jan 2020
- Northern Lights Distributors, LLCMar 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5339652
- Firm CRD
- 155344