Erin M Jones
Investment adviser representative at Cwm, LLC
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$50.6BFirm assets
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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
18 years in the industry.
- Cetera Investment Advisers LLCJul 2024 to now
- Cwm, LLCJul 2018 to now
- Cetera Wealth Services, LLCJul 2018 to now
- Cultivate WealthJul 2018 to now
- Harbour Investments, Inc.Apr 2008 to May 2018
- Investment Centre, LLCJan 2008 to May 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5479915
- Firm CRD
- 155344