Jessica Marie Matheson
Investment adviser representative at Cwm, LLC
22 yearsExperience
2 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
22 years in the industry.
- Cwm, LLCJul 2026 to now
- Cetera Wealth Services, LLCJul 2026 to now
- Cwm, LLC dba Carson Group HoldingsJul 2026 to now
- Doyle and Loughman Wealth Management GroupJul 2026 to now
- Wells Fargo Advisors Financial Network, LLCJul 2023 to Jul 2026
- Wells Fargo Clearing Services, LLCNov 2019 to Jul 2023
- Clark Mortenson Agency - the Hilb GroupJan 2004 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7201189
- Firm CRD
- 155344