Jayne
Byrne

Cwm, LLC

CRD#1393795
Investment Advisor
in San Diego, CA
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About this Advisor

Jayne Byrne is a certified financial planner who works in San Diego, California, who has been in the industry for 33 years. Byrne is currently employed by Cwm, LLC. Over the course of their career, Byrne has held roles at Cetera Advisor Networks LLC, Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.), Wayne Warner & Assoc, Nautica Wealth Advisors and Cwm, LLC. Byrne holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Cwm, LLC is a financial advisory business that has its headquarters in San Diego, California. The company has offices in 76 locations and a total of 343 financial advisors. It oversees $5 billion in assets among its 24,247 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 24,247 client accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in investable assets. Cwm, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice usually are based on the type of financial services offered. Fees charged by Cwm, LLC likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

11440 West Bernardo Court, Suite 290
San Diego, CA 92127

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Cwm, LLC Brokerage Details

Total Assets Under Management

$7,502,978,872

CA Average: $1,978,216,465
Total Number of Employees

309

CA Average: 226
Total Number of Accounts

41,219

CA Average: 7,467
Average Account Size

$182,027

CA Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jayne Byrne Work History

Jayne has 33 years of experience.

2017 - Present (2 years)

Cetera Advisor Networks LLC

2016 - Present (3 years)

Cwm, LLC

2011 - Present (8 years)

Nautica Wealth Advisors

1985 - Present (34 years)

Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.)

1986 - 2011 (25 years)

Wayne Warner & Assoc

Disclosures

Jayne Byrne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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