Jeffrey John Brown
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.
- Cetera Wealth Services, LLCAug 2023 to now
- Cwm, LLCJul 2023 to now
- Cwm, LLC dba Carson Group HoldingsJun 2023 to now
- AmazonMar 2023 to now
- Cetera Advisor Networks LLCJun 2023 to Aug 2023
- Thrivent FinancialSep 2021 to Jun 2023
- Thrivent Investment Management IncJun 2021 to Jun 2023
- NovozymesMar 2017 to Sep 2021
- Nebraska RealtyMay 2016 to Sep 2021
- Nebraska Furniture MartMar 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7363817
- Firm CRD
- 155344