Jaclyn
Hissick

Cwm, LLC

CRD#4814992
Investment Advisor
in Milldale, CT

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About this Advisor

Jaclyn Hissick is a financial advisor who works out of Milldale, Connecticut, with 12 years of experience as a financial advisor. Hissick currently works for Cwm, LLC. Hissick has gained experience 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. Hissick holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Cwm, LLC is an advisory business headquartered in Milldale, Connecticut. The investment advisory business has offices in 165 locations and a total of 990 financial advisors. It administers $20 billion in assets between its 82,314 client accounts, making it one of the largest firms in the United States by assets under management. Of its 82,314 customer accounts, 18% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually are based on which services are offered. However, fee types billed by Cwm, LLC most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

409 Canal St.
Milldale, CT 06467

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,949,200,065

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

990

CT Average: 226
Total Number of Accounts

82,314

CT Average: 7,467
Average Account Size

$242,355

CT 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

Jaclyn Hissick Work History

Jaclyn has 12 years of experience.

2018 - Present (4 years)

Cetera Advisor Networks

2018 - Present (4 years)

Flp Financial Group, LLC

2018 - Present (4 years)

Cwm, LLC

2013 - 2018 (5 years)

Infinex Investments, Inc

2011 - 2013 (2 years)

Harvest Capital Advisors LLC

2010 - 2013 (3 years)

Harvest Capital LLC

2010 - 2013 (3 years)

Insurance Agenet Appointed With Various Carriers

Disclosures

Jaclyn Hissick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Ryan Ovenden
Sioux Falls, SD
Benjamin Hewlett
Midvale, UT
Scott Conroy
Omaha, NE
Daniel Adams
Kennewick, WA
Randy Harrison
Omaha, NE
Jackson Dewbre
Yuma, AZ
Randall Loemker
Omaha, NE
Robert Vettorel
Washington, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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