Jason Windham is a CFP, ChFC-designated registered investment advisor, based in Baton Rouge, LA, with 27 years of industry experience.
Location
8280 YMCA Plaza Drive, Bldg 4, Baton Rouge, LA, 70810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also works full-time as a wealth advisor for CWM, LLC under various DBAs, and is involved in several other business ventures including property management, business consulting, and investment entities.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
The Shobe Financial Group
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations28 states
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