Isaiah Benjamin Jones
Investment adviser representative at Cwm, LLC
12 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
12 years in the industry.
- Cetera Wealth Services, LLCJan 2023 to now
- Cwm, LLCSep 2022 to now
- Cwm, LLC dba Carson Group HoldingsSep 2022 to now
- Securities America, Inc.May 2018 to Sep 2022
- UnemployedNov 2017 to May 2018
- Electronic Contracting CompanyMay 2014 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6952626
- Firm CRD
- 155344