Janet
Barrett

Cwm, LLC

CRD#4614111
Investment Advisor
in Doylestown, PA

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About this Advisor

Janet Barrett is a chartered financial consultant operating in Doylestown, Pennsylvania who has 5 years of relevant experience. Barrett currently works for Cwm, LLC. Over the course of their career, Barrett has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Janet Barrett, Cwm, LLC Dba Carson Group Partners, Strategic Wealth Partners and Cetera Advisor Networks. Barrett holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Cwm, LLC is a registered investment firm that has its headquarters in Omaha, NE. It has offices in 165 locations and a total of 1,111 employees. It controls $20 billion in assets among its 96,956 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 96,956 customer accounts, 15% belong to high-net-worth clients who have at least $1 million in assets available to invest. Cwm, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually are based on which services are provided. Fees billed by Cwm, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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

215 Farm Lane
Doylestown, PA 18901

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

PA Average: 226
Total Number of Accounts

96,956

PA Average: 7,467
Average Account Size

$205,697

PA Average: $264,928

Investment Advisory Services

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

Janet Barrett Work History

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

2018 - Present (6 years)

Cwm, LLC Dba Carson Group Partners

2018 - Present (6 years)

Strategic Wealth Partners

2018 - Present (6 years)

Cetera Advisor Networks

2011 - 2015 (4 years)

Janet Barrett

2008 - 2018 (10 years)

Waddell & Reed, Inc

2008 - 2018 (10 years)

Various Insurance Carriers For W & R Insurance Agencies

*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 Janet Barrett 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

William Bradford
Omaha, NE
Benjamin Rosholt
Omaha, NE
Derek Pesta
Omaha, NE
Dean Bertsch
Sioux Falls, SD
Tricia De Haan
Omaha, NE
Clifford York
Vincennes, IN
Daniel Streetman
Omaha, NE
Patrick Healy
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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