Jason L Botwinick
Investment adviser representative at Cwa Asset Management Group
12 yearsExperience
1 stateRegistered in
$4.5BFirm assets
12 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cwa Asset Management Group LLCSep 2025 to now
- Morgan Stanley Private Bank, N.A.Aug 2022 to Sep 2025
- Florida State UniversitySep 2021 to May 2022
- Sungarden Investment ManagementMay 2021 to Sep 2021
- Florida State UniversityAug 2019 to May 2021
- Madison HondaMay 2019 to Aug 2019
- Streamline Car WashJul 2018 to Mar 2019
- Morris Knolls High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 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
- 7537351
- Firm CRD
- 158940