Jason
Juhl
Cwm, LLC
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About this Advisor
Jason Juhl is a financial advisor who works in Omaha, Nebraska with a total of 3 years of industry experience. Juhl currently works for Cwm, LLC. Over the course of their career, Juhl has held roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, U.S. Bancorp Investments, Inc, Cwm, LLC Dba Carson Partners, Cetera Advisor Networks and Worsfold Wealth Management, LLC. Juhl holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa and Texas. Cwm, LLC is a financial advisory business based in Omaha, NE. The company has offices in 165 locations and a total of 1,111 financial advisors. It controls $20 billion in assets between its 96,956 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 96,956 accounts, 15% are associated with high-net-worth clients who have at least $1 million in investable assets. Cwm, LLC provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees typically depend on the services. However, fee types charged by Cwm, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jason Juhl Work History
Jason has been registered as a financial advisor for 3 years.*
Cwm, LLC Dba Carson Partners
Cetera Advisor Networks
Worsfold Wealth Management, LLC
U.S. Bancorp Investments, Inc
Wells Fargo Bank Na
Wells Fargo Advisors LLC
*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 Jason Juhl 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
Sioux Falls, SD
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Sioux Falls, SD
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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