Jessica Golson, financial advisor Omaha NE
93 score

Jessica Golson

CRD Number: 5291988
Current Firm: Cwm, LLC

Jessica Golson (CRD# 5291988) is an Investment Advisor Representative working at Cwm, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2017 - Current < 1
Cwm, LLC Omaha, NE Aug 2017 - Current < 1
Northern Lights Distributors, LLC Omaha, NE Sep 2011 - Aug 2017 5
Cls Investments, LLC Omaha, NE Sep 2011 - Aug 2017 5
First National Bank Omaha, NE Aug 2011 - Sep 2011 < 1
Celebrity Staffing Omaha, NE Jul 2011 - Jul 2011 < 1
Unemployed Omaha, NE Dec 2010 - Jul 2011 < 1
Jrmb Lawton, OK Sep 2009 - Dec 2010 1
Waddell & Reed, Inc. Lawton, OK Jun 2007 - Sep 2009 2
Various Insurance Carriers For W&r Insurance Agencies Lawton, OK Jun 2007 - Sep 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Jessica L. Golson
Phone Number: 402-330-0808
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    4,315
    MILLIONS
  • Total Number of Accounts
    22,216
    ACCOUNTS
  • Average Account Value
    $194,234
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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