Jeremy Curtis Day
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCDec 2021 to now
- Carson WealthDec 2021 to now
- Cetera Advisor NetworksDec 2021 to Jan 2025
- Edward JonesFeb 2020 to Dec 2021
- Planet FitnessDec 2018 to Feb 2020
- Publix Super MarketsNov 2017 to Dec 2018
- WalmartOct 2017 to Nov 2017
- UnemployedSep 2017 to Oct 2017
- Onemain FinancialNov 2016 to Aug 2017
- Chattanooga LookoutsFeb 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7218093
- Firm CRD
- 155344