Jessica GolsonCRD 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|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|
Total Assets Under Management4,315MILLIONS
Total Number of Accounts22,216ACCOUNTS
Average Account Value$194,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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