Jason
Windham
Cwm, LLC
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About this Advisor
Jason Windham is a financial advisor based in Baton Rouge, Louisiana, working with Cwm, LLC. Jason has previously held positions at Edsa Group Ii, LLC, Financial Benefits, Inc, Shobe & Associates, Inc Dba The Shobe Financial Group, Cetera Advisor Networks LLC, Cwm, LLC Dba Carson Wealth-The Shobe Financial Group, Cwm, LLC Dba Carson Partners - Crd # 155344, Cwm, LLC Dba Carson Group Holdings, The Edsa Group, and Raymond James Financial Services, Inc. Jason has passed the Series 63 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Jason is part of Cwm, LLC, which operates out of Baton Rouge, Louisiana. 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
Jason Windham Work History
Cetera Advisor Networks LLC
Cwm, LLC Dba Carson Wealth-The Shobe Financial Group
Cwm, LLC Dba Carson Partners - Crd # 155344
Cwm, LLC Dba Carson Group Holdings
Financial Benefits, Inc
Edsa Group Ii, LLC
Shobe & Associates,Inc Dba The Shobe Financial Group
The Edsa Group
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Jason Windham 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
Omaha, NE
Foxboro, MA
Omaha, NE
Omaha, NE
Omaha, NE
Vineland, NJ
Hastings, NE
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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