Jaclyn Peal is a registered investment advisor at Cwm, LLC, based in Omaha, NE, with 18 years of industry experience. Jaclyn 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jaclyn is a Vice President of Business Consulting for CWM, DBA Carson Partners, supporting clients and partners. This activity is investment-related and takes about a quarter of her time, including during trading hours.
Employment History
Current Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
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.