Jaymon
Meikle

Cwm, LLC

CRD#6099713
Investment Advisor
in Omaha, NE

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About this Advisor

Jaymon Meikle is a financial advisor based in Omaha, Nebraska, with 5 years of relevant experience. Meikle is an employee of Cwm, LLC. Over the course of their career, they have held roles at Lpl Financial, Usaa Financial Planning Services Insurance Agency, Usaa Financial Advisors Inc, Usaa Investment Management Company, Cwm, LLC, Meikle Financial Group, Gertsema Wealth and Cetera Advisor Networks LLC. Meikle maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, Missouri, Nebraska, Tennessee and Texas. Cwm, LLC is a registered investment business that has its headquarters in Omaha, NE. It has offices in 165 locations and a total of 1,111 employees. It oversees $20 billion in assets between its 96,956 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. The business provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees typically are based on the financial services offered. Fee types charged by Cwm, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

5 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

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

Jaymon Meikle Work History

Jaymon has been registered as a financial advisor for 5 years.*

2022 - Present (2 years)

Gertsema Wealth

2018 - Present (6 years)

Cwm, LLC

2018 - 2018 (< 1 year)

Usaa Investment Management Company

2018 - 2022 (4 years)

Meikle Financial Group

2018 - 2022 (4 years)

Cetera Advisor Networks LLC

2017 - 2018 (1 year)

Usaa Financial Planning Services Insurance Agency

2017 - 2018 (1 year)

Usaa Financial Advisors Inc

2013 - 2017 (4 years)

Lpl Financial

*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 Jaymon Meikle 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

Joseph Delmonte
Mooresville, NC
Odaro Aisueni
Omaha, NE
Timothy Hall
Omaha, NE
Gregory Villagomez
Nevada, MO
Camille Koppenberg
Omaha, NE
Clifford York
Vincennes, IN
Timothy Avila
Yuma, AZ
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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