Jesse
Murphy

Cwm, LLC

CRD#1112908
Investment Advisor
in Amarillo, TX

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About this Advisor

Jesse Murphy is a financial advisor based in Amarillo, Texas, working with Cwm, LLC. Jesse has previously held positions at Murphy Financial Advisors, Inc, Cadaret, Grant & Co., Inc, Lpl Financial, LLC, Happy State Bank, Cwm, LLC Dba Carson Partners, Cetera Advisor Networks, 58Th Street Properties, LLC, and Jess Murphy. Jesse has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jesse is part of Cwm, LLC, which operates out of Amarillo, 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

5101 Lexington Square
Amarillo, TX 79119

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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

Jesse Murphy Work History

2022 - Present (2 years)

Cwm, LLC Dba Carson Partners

2022 - Present (2 years)

Cetera Advisor Networks

2015 - Present (9 years)

58Th Street Properties, LLC

2014 - Present (10 years)

Jess Murphy

2020 - 2022 (2 years)

Lpl Financial, LLC

2020 - 2022 (2 years)

Happy State Bank

2006 - 2020 (14 years)

Cadaret, Grant & Co., Inc

2000 - 2020 (20 years)

Murphy Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Jesse Murphy 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

Audrey Jones
Orlando, FL
Ryan Detrick
Omaha, NE
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Michael Valenti
Omaha, NE
Robert Ignatowski
Cockeysville, MD
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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