Sarah Jane James
Investment adviser representative at Cwm, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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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
13 years in the industry.
- Cwm, LLCNov 2023 to now
- Oakeson Steiner Wealth & RetirementSep 2021 to now
- Onedigital Investment AdvisorsNov 2021 to Jan 2024
- Lutz & CompanyMay 2017 to Sep 2021
- Mcdermott & Miller, PcFeb 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7466747
- Firm CRD
- 155344