Jonathan William Andre

CFP

Cwm, LLC

14 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning

Cwm, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

588 advisors

Number of Clients

43,706 clients

Average Client Portfolio

$773K average

Assets Under Management

$33.8B

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

Contact

Jonathan William Andre

Location

4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241

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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.

Employment History

Current Registrations

Previous Registrations

Financial Management Group INC

July 2011 - October 2015 · 4 yrs 3 mos

State Registrations2 states

OHTX

Advisor

Exams

No exam information available for this advisor.

Additional Information

As Investment Advisor, Jon is responsible for client investment reviews, managing investment portfolios, and providing investment research to the Investment Policy Committee.After a productive internship in 2002, he joined FMG full time. Jon has a Bachelor of Science in Business Administration degree in Finance fromXavierUniversityand is a CERTIFIED FINANCIAL PLANNER™. Jon is a member of the National Association of Personal Financial Advisors, the Financial Planning Association and the Investment Policy Committee.