TrueAdvisor
TrueAdvisor
JA
CFP
JA
CFP

Jason Nicholas Alvarado

Cwm, LLC
8 Years of Experience
View SEC Summary
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

Location

1 Centerpointe Drive, Suite 115, Lake Oswego, OR, 97035

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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
June 2023 - Present · 2 yrs 8 mos
Northwest Capital Management INC.
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2019 - October 2022 · 3 yrs 4 mos
Morgan StanleyBroker
May 2019 - October 2022 · 3 yrs 5 mos
Waddell & ReedBroker
April 2016 - December 2016 · 8 mos
Waddell & Reed
April 2016 - December 2016 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - February 2016 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - February 2016 · 1 yr 6 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.