Jennifer Austin is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 19 years of industry experience. Jennifer 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 Street, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a Director of Supervision for CWM, LLC DBA Carson Partners and CWM, LLC DBA Carson Group Holdings, both SEC registered investment advisory firms, dedicating about a quarter of her time to each. Jennifer also owns Jennifer Austin Fine Art, LLC, where she creates and sells art, spending a few hours per week, and is an associate artist for The Burkholder Project, spending minimal time.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations1 state
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