Jaclyn
Hissick

About this Advisor

Jaclyn Hissick is an advisor located in Milldale, Connecticut. Currently an investment advisor at Cwm, LLC, Hissick has 10 years of professional experience in the financial advisory industry. Hissick has Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Hissick is able to operate in Connecticut. During their career, the advisor has held roles at Harvest Capital LLC, Harvest Capital Advisors LLC, Insurance Agenet Appointed With Various Carriers, Infinex Investments, Inc, Cetera Advisor Networks, Flp Financial Group, LLC and Cwm, LLC. Cwm, LLC is headquartered in Milldale, Connecticut, and has 123 brick-and-mortar locations throughout the country. As a company, Cwm, LLC oversees $12 billion in assets dispersed across 58,973 client accounts and retains more than 424 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Cwm, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.