Erin Jones (CRD# 5479915) is an Investment Advisor Representative working at Cwm, LLC in De Forest, WI and has over 15 years of experience in the finance industry. Erin Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Jul 2018 - Current | 5 |
| Cetera Advisor Networks | El Segundo, CA | Jul 2018 - Current | 5 |
| Cultivate Wealth | Deforest, WI | May 2018 - Current | 5 |
| Club 60 | Columbus, WI | Nov 2011 - Current | 12 |
| Harbour Investments, Inc. | Madison, WI | Apr 2008 - May 2018 | 10 |
| Investment Centre, LLC | Deforest, WI | Jan 2008 - May 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- WI
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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
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