Jason Nicholas Alvarado
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCJun 2023 to now
- Northwest Capital ManagementOct 2022 to now
- Morgan StanleyApr 2019 to Oct 2022
- Frost BankFeb 2018 to Apr 2019
- Jay Alvarado HumidorsDec 2016 to Oct 2021
- Various Insurance Carriers for W&r Insurance AgenciesMar 2016 to Dec 2016
- Waddell & Reed Inc.Mar 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 6365226
- Firm CRD
- 155344