Jaymon Dail Meikle
Investment adviser representative at Cwm, LLC
13 yearsExperience
5 statesRegistered in
ChFC®Designation
$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
13 years in the industry.
- Gertsema WealthJul 2022 to now
- Cwm, LLCJul 2018 to now
- Cetera Advisor Networks LLCJul 2018 to Jul 2022
- Meikle Financial GroupJun 2018 to Jun 2022
- USAA Investment Management CompanyJan 2018 to Jul 2018
- USAA Financial Advisors IncOct 2017 to Jul 2018
- USAA Financial Planning Services Insurance AgencyOct 2017 to Jul 2018
- LPL FinancialFeb 2013 to Oct 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 5 states (AZ, MO, NE, TN, TX).
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
- 6099713
- Firm CRD
- 155344