Jason Comes is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 34 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 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
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2020Judgment / Lien
October 2012Customer Dispute
November 2009Customer Dispute
June 2003Criminal
November 1984Other Business Activities
Jason works as an investment advisory representative for CWM, LLC DBA Carson Wealth Management Group, Carson Group Partners and Carson Group, an SEC registered investment advisory firm, dedicating about a quarter of his time. He also works as a wealth advisor for Carson Wealth Management Group, dedicating about a quarter of his time.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations2 states
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.