JM
ChFC
JM
ChFC

Jaymon Meikle

13 Years of Experience
Saint Joseph, MO

Jaymon Meikle is a ChFC-designated registered investment advisor at Cwm, LLC, based in Saint Joseph, MO, with 13 years of industry experience. Jaymon 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
660 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
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Location

2425 N Woodbine Road, Suite B & E, Saint Joseph, MO, 64506

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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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Employment History
Current Registrations
Cwm, LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
July 2018 - July 2022 · 4 yrs
USAA Investment Management Company
January 2018 - June 2018 · 5 mos
USAA Financial Advisors, INC.Broker
November 2017 - June 2018 · 7 mos
LPL Financial LLCBroker
June 2013 - October 2017 · 4 yrs 4 mos
State Registrations5 states
AZMONETNTX
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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