Ashli Marie Lehman
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- CWM, LLCFeb 2026 to now
- Diamond Wealth AdvisorsFeb 2026 to now
- Brewhouse GrilleMar 2024 to now
- Wells Fargo Bank, NAJun 2024 to Feb 2026
- Wells Fargo Clearing Services, LLCJun 2024 to Feb 2026
- Snappers RestaurantOct 2023 to Mar 2024
- J.P. Morgan Securities LLCJan 2023 to Jun 2024
- JPMorgan Chase Bank, N.A.Jan 2023 to Jun 2024
- PNC BankNov 2021 to Dec 2022
- Penn Sports BarSep 2021 to Oct 2023
- Gilligans Bar and GrillApr 2021 to Oct 2021
- UnemployedJan 2021 to Mar 2021
- The Pizza GrilleAug 2019 to Jan 2020
- Brewhouse Bar GrilleSep 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
CWM, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7689005
- 155344