Jonathan Mullins (CRD# 5500256) is an Investment Advisor Representative working at Cwm, LLC in Johnson City, TN and has over 15 years of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks, LLC | El Segundo, CA | Jan 2017 - Current | 7 |
| Cwm, LLC | Omaha, NE | Aug 2014 - Current | 9 |
| Lpl Financial LLC | Kingsport, TN | Dec 2013 - Jan 2017 | 3 |
| Gaam Wealth Advisors, Inc. | Kingsport, TN | Dec 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- TN
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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