Jared Mark Jones
Financial advisor at Cwm, LLC · Omaha, NE
Last updated 2026-10-10
Claim your profileJared Mark Jones is a financial advisor at Cwm, LLC in Omaha, NE, CRD 5627593. Licenses and exams on the registration: Series 63, Series 65. First registered 2009-10-27.
Registration
- CRD number
- 5627593
- Registration status
- Active
- First registered
- 2009-10-27
- Years of experience
- 16
- States registered
- LA, WA
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-08 to Present · Lpl Financial, LLC · Spokane, WA
- 2011-08 to Present · Financial Management, Inc. · Spokane, WA
Current employment
- Cwm, LLC · Omaha, NE
Cwm, LLC
- Regulatory AUM
- $50,579,657,663
- Registered advisors
- 667
- Offices
- 407
- Clients per advisor
- 79.0 (Moderate)
- Average AUM per client
- $960.3K (Low)
- High-net-worth client ratio
- 13.7% (Low)
Reported ETF positions
Cwm reports 1,438 ETF positions worth $23.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $910.9M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $861.5M |
| IUSB — iShares Core Universal USD Bond ETF | $813.7M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $807.2M |
| IVE — iShares S&P 500 Value ETF | $542M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cwm's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $99.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $455.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $521.1M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $78.4M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cwm, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
14600 Branch St., Omaha, NE 68154
620 advisors at this office.
Contact
The firm's filed contact details.
Official record
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