Jonathan Gregory Schaeffer
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCJun 2022 to now
- Applied Financial PlanningMay 2022 to now
- Cetera Wealth Services, LLCOct 2022 to Aug 2026
- Cetera Advisor NetworksMay 2022 to Oct 2022
- Advantage Resourcing - Deutsche BankAug 2021 to May 2022
- UnemployedOct 2019 to Aug 2021
- The Ayco Company, L.p./mercer AlliedJun 2019 to Oct 2019
- UnemployedSep 2017 to May 2019
- Bank of America, N.A.Jun 2016 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6055090
- Firm CRD
- 155344