Jonathan
Mullins

Cwm, LLC

CRD#5500256
Investment Advisor
in Johnson City, TN

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About this Advisor

Jonathan Mullins is a financial advisor working in Johnson City, Tennessee, with a total of 10 years of work experience. Mullins is currently employed by Cwm, LLC. Mullins has gained experience at Pnc Investments, New Peoples Bank, Lpl Financial LLC, Gaam Wealth Advisors, Inc, Cwm, LLC and Cetera Advisor Networks, LLC. Mullins holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Cwm, LLC is a business headquartered in Johnson City, Tennessee. The company has offices in 123 locations and a total of 424 employees. It administers $12 billion in assets between its 58,973 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 58,973 accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cwm, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Cwm, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Disclosures

No

Office Location

2674 Peoples Street Suite 10
Johnson City, TN 37604

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

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

424

TN Average: 226
Total Number of Accounts

58,973

TN Average: 7,467
Average Account Size

$201,737

TN Average: $264,928

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Investment Advisory Services

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

Jonathan Mullins Work History

Jonathan has 10 years of experience.

2017 - Present (5 years)

Cetera Advisor Networks, LLC

2014 - Present (8 years)

Cwm, LLC

2013 - 2017 (4 years)

Lpl Financial LLC

2013 - 2016 (3 years)

Gaam Wealth Advisors, Inc

2012 - 2013 (1 year)

New Peoples Bank

2010 - 2012 (2 years)

Pnc Investments

Disclosures

Jonathan Mullins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Patrick Healy
Norwell, MA
Amy Cadwell
Orlando, FL
Kristen Rainone
Kissimmee, FL
Breanne Vugteveen
Grand Rapids, MI
Iker Pimienta
Spring, TX
Shayla Kriha
Omaha, NE
Robert Papa
Franklin Lakes, NJ
Aaron Schaben
Omaha, NE

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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