Jill
Gosz
Cwm, LLC
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About this Advisor
Jill Gosz is a financial advisor based in Palatine, Illinois, working with Cwm, LLC. Jill has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Jp Morgan Securities LLC, Carson Wealth, Cwm, LLC, and Cetera Advisor Networks. Jill has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Indiana, and Michigan. Currently, Jill is part of Cwm, LLC, which operates out of Palatine, Illinois. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jill Gosz Work History
Carson Wealth
Cwm, LLC
Cetera Advisor Networks
Jp Morgan Securities LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
Disclosures
Please visit the SEC profile of Jill Gosz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Cockeysville, MD
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Hastings, NE
Pittsburgh, PA
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