James Curtis Beachum
Investment adviser representative at Cwa Asset Management Group
11 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cwa Asset Management GroupJun 2023 to now
- Ameriprise Financial Services IncJan 2020 to Jun 2023
- Bank of America, N.A.Feb 2018 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Jan 2020
- Provisions, LLCMay 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 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
- 6106571
- Firm CRD
- 158940