TrueAdvisor
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JY
CFP
JY
CFP

Jamie Yeisley

Cwm, LLC
11 Years of Experience
Cedar Rapids, IA
View SEC Summary
View SEC Summary

Jamie Yeisley is a CFP-designated registered investment advisor at Cwm, LLC, based in Cedar Rapids, IA, with 11 years of industry experience. Jamie 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.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
663 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

835 3rd Ave SE, Cedar Rapids, IA, 52403

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jamie is a Senior Client Service Administrator for Galt Wealth Partners LLC, providing operational brokerage and advisory support, dedicating full-time hours. Jamie also provides notary services and owns an office cleaning business, each taking minimal time.

Employment History
Current Registrations
Cwm, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Cetera Advisor Networks LLCBroker
August 2021 - May 2025 · 3 yrs 9 mos
Cambridge Investment Research, INC.Broker
October 2018 - August 2021 · 2 yrs 10 mos
Broker Dealer Financial Services CORP.Broker
October 2016 - October 2018 · 2 yrs
Berthel, Fisher & Company Financial Services, INC.Broker
February 2015 - November 2016 · 1 yr 9 mos
State Registrations2 states
IATX
Advisor

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
No exam information available for this advisor.
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