Jeffrey Fattig (CRD# 4966758) is an Investment Advisor Representative working at Cwm, LLC in Lake Jackson, TX and has over 18 years of experience in the finance industry. Jeffrey Fattig 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# 6940755
Edward Jones
CRD# 4761440
Commonwealth Financial Network
CRD# 4810846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2017 - Current | 7 |
| Cwm, LLC | Lake Jackson, TX | Jun 2014 - Current | 9 |
| Lpl Financial LLC | Lake Jackson, TX | Jul 2005 - Jan 2017 | 11 |
| Office Universe, Inc. | Clute, TX | May 1991 - Jun 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- TX
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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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