J Cameron
Zabko

Cwm, LLC

CRD#7125626
Investment Advisor
in Omaha, NE

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About this Advisor

J Cameron Zabko is a certified financial planner who works in Omaha, Nebraska who has 1 year of relevant experience. Zabko is currently employed by Cwm, LLC. During their career, the advisor has held roles at Jon Baker Financial Group, Cwm, LLC, Full Time Student and Carson Wealth. Zabko is approved to work in Georgia. Cwm, LLC is an advisory business based in Omaha, NE. The company has offices in 165 locations and a total of 1,111 employees. It oversees $20 billion in assets between its 96,956 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 96,956 accounts, 15% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on the services offered. However, fees billed by Cwm, LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

Office Location

14600 Branch St.
Omaha, NE 68154

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

NE Average: 226
Total Number of Accounts

96,956

NE Average: 7,467
Average Account Size

$205,697

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

J Cameron Zabko Work History

J Cameron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cwm, LLC

2022 - Present (2 years)

Carson Wealth

2019 - 2022 (3 years)

Jon Baker Financial Group

2012 - 2019 (7 years)

Full Time Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of J Cameron Zabko 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

Paul Boudwin
Houston, TX
Chad Focht
Sioux Falls, SD
Daniel Streetman
Omaha, NE
Timothy Avila
Yuma, AZ
Kristen Rainone
Omaha, NE
Clifford York
Vincennes, IN
Jaymon Meikle
Omaha, NE
Benjamin Rosholt
Omaha, NE

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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