Jared Oliver
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.
- Cwm, LLCSep 2025 to now
- Bain Wealth ManagementAug 2025 to now
- Agwest Farm CreditJun 2020 to Aug 2025
- StarbucksOct 2018 to May 2021
- Bain Wealth ManagementJun 2018 to Sep 2018
- ShopkoFeb 2018 to May 2018
- Whitworth UniversitySep 2017 to May 2021
- Riviera Christian Childcare CenterJun 2015 to Aug 2017
- West Salem High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6959837
- Firm CRD
- 155344