Jorrell
Bland
Cwm, LLC
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About this Advisor
Jorrell Bland is a financial advisor based in Hauppauge, New York, working with Cwm, LLC. Jorrell has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Steris, The Bank At 344 High Street, Wvu Academic Innovation, Wvu Dining Service, West Virginia University, Mitlin Financial, and Cwm, LLC. Jorrell has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Jorrell is part of Cwm, LLC, which operates out of Hauppauge, New York. 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
Jorrell Bland Work History
Mitlin Financial
Cwm, LLC
Mitlin Financial
Nylife Securities LLC
New York Life Insurance Co
Steris
The Bank At 344 High Street
Wvu Academic Innovation
Wvu Dining Service
West Virginia University
Disclosures
Please visit the SEC profile of Jorrell Bland 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
Littleton, CO
Omaha, NE
Cockeysville, MD
Omaha, NE
Littleton, CO
Hastings, NE
Pittsburgh, PA
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