Jace
Rees

Cwm, LLC

CRD#7395483
Investment Advisor
in Tyler, TX

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About this Advisor

Jace Rees is a financial advisor based in Tyler, Texas, working with Cwm, LLC. Jace has previously held positions at Dallas National Golf Club, Stoneway Financial, LLC, Venture Academy, Grace Community High School, and Dallas Baptist University. Jace has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Jace is part of Cwm, LLC, which operates out of Tyler, Texas. 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

Series 65

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

7363 Rock Point Lane
Tyler, TX 75703

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

TX Average: 226
Total Number of Accounts

110,327

TX Average: 7,467
Average Account Size

$242,682

TX Average: $264,928

Investment Advisory Services

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

Jace Rees Work History

2023 - Present (2 years)

Stoneway Financial, LLC

2021 - 2021 (< 1 year)

Dallas National Golf Club

2021 - 2023 (2 years)

Stoneway Financial, LLC

2019 - 2023 (4 years)

Dallas Baptist University

2016 - 2019 (3 years)

Grace Community High School

2014 - 2015 (1 year)

Venture Academy

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Disclosures

Please visit the SEC profile of Jace Rees 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

James Kampetis
Omaha, NE
Brian Aamlid
Sioux Falls, SD
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Valen Permann
Kennewick, WA
Benjamin Hewlett
Omaha, NE
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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