Jesse Murphy is a CFP-designated registered investment advisor at Cwm, LLC, based in Amarillo, TX, with 43 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
5101 Lexington Square, Amarillo, TX, 79119
Get directionsHistory
Regulatory History (1)
Regulatory
June 2003Other Business Activities
Jesse works as a wealth advisor for CWM, LLC DBA Carson Partners, an SEC registered investment advisory firm, dedicating full-time hours. He also owns real estate and farmland, spending minimal time on these activities.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Murphy Financial Advisors, INC.
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Nathan Murphy, CFPCwm, LLC
- Philip Vann, CFPCwm, LLC
- Jamie Carroll, CFPCwm, LLC
- Justin Ehle, CFPCwm, LLC
- James Hughes, CFPCwm, LLC
- Michael HallCwm, LLC