Nicole
Jones
Cwm, LLC
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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
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Nicole Jones Work History
Latitude Wealth Management, LLC
Cwm, LLC
Latitude Wealth Management, LLC
James Hay Partnership
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
Vineland, NJ
Cockeysville, MD
Omaha, NE
Omaha, NE
Kennewick, WA
Sioux Falls, SD
Hastings, NE
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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