Jeremy Thomas Weller
Investment adviser representative at Cwm, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Cwm, LLCOct 2018 to now
- Heritage Financial Partners LLC dba Heritage FinancialFeb 2014 to now
- Cetera Advisor NetworksNov 2018 to Nov 2019
- Cambridge Investment Research Advisor Inc.Feb 2014 to Nov 2018
- Cambridge Investment Research IncFeb 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 5952820
- Firm CRD
- 155344