Jill Renee Beaudry
Investment adviser representative at Cwm, LLC
10 yearsExperience
3 statesRegistered 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.
- Cetera Wealth Services, LLCJul 2022 to now
- Family Wealth Guidance, LLCJul 2022 to now
- Cwm, LLCJun 2022 to now
- Cetera Advisor Networks LLCDec 2021 to Jul 2022
- Tww LLCFeb 2021 to Jul 2022
- Community Bank of the ChesapeakeJul 2019 to Feb 2021
- Infinex Investments, IncJul 2019 to Feb 2021
- Atlantic Union BankDec 2018 to Jul 2019
- Raymond James Financial Services, LLCDec 2018 to Jul 2019
- Infinex Investments/community Wealth AdvisorsAug 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (DC, NC, VA).
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
- 6728727
- Firm CRD
- 155344