Nicole
Jones

Cwm, LLC

CRD#7304532
Investment Advisor
in Kennewick, WA

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About this Advisor

Nicole Jones is a financial advisor based in Kennewick, Washington, working with Cwm, LLC. Nicole has previously held positions at Latitude Wealth Management, LLC, James Hay Partnership, and Cwm, LLC. Nicole is registered to provide services in Washington. Currently, Nicole is part of Cwm, LLC, which operates out of Kennewick, Washington. 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

Chartered Financial Consultant

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

7117 West Hood Place, Ste 120
Kennewick, WA 99336

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

WA Average: 226
Total Number of Accounts

110,327

WA Average: 7,467
Average Account Size

$242,682

WA Average: $264,928

Investment Advisory Services

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

Nicole Jones Work History

2023 - Present (1 year)

Latitude Wealth Management, LLC

2023 - Present (1 year)

Cwm, LLC

2020 - 2023 (3 years)

Latitude Wealth Management, LLC

2012 - 2019 (7 years)

James Hay Partnership

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Disclosures

Please visit the SEC profile of Nicole Jones 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

Kevin Oleszewski
Vineland, NJ
Robert Ignatowski
Cockeysville, MD
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Valen Permann
Kennewick, WA
Brian Aamlid
Sioux Falls, SD
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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