Jaclyn
Hissick

Cwm, LLC

CRD#4814992
Investment Advisor
in Milldale, CT

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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.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

$11,897,043,072

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

424

CT Average: 226
Total Number of Accounts

58,973

CT Average: 7,467
Average Account Size

$201,737

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 10 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

Patrick Healy
Norwell, MA
Amy Cadwell
Orlando, FL
Kristen Rainone
Kissimmee, FL
Breanne Vugteveen
Grand Rapids, MI
Iker Pimienta
Spring, TX
Shayla Kriha
Omaha, NE
Robert Papa
Franklin Lakes, NJ
Aaron Schaben
Omaha, NE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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