Jamie Nicole Decarlo
Investment adviser representative at Cwm, LLC
13 yearsExperience
3 statesRegistered 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
13 years in the industry.
- Valorem FinancialApr 2024 to now
- Cwm, LLCJun 2022 to now
- Carson GroupApr 2023 to Apr 2024
- UnemployedApr 2022 to Jun 2022
- Target CorporationNov 2019 to Apr 2022
- Capri Holdings LimitedAug 2019 to Nov 2019
- Ascena Retail GroupJun 2018 to Aug 2019
- Carters, Inc.Nov 2017 to Jun 2018
- Full-time EducationApr 2013 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CO, NE, SC).
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
- 7715338
- Firm CRD
- 155344