Jaime Gerber
Advisor at Cwm, Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cwm, Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Decatur, IN 46733
Credentials
Series 63, Series 65
Industry experience
1 year
Jaime Gerber is a wealth advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Raymond James Financial Services and Adams County Financial Resources. In addition to his advisory role, Gerber is involved in the sale of fixed insurance products and provides customer service for auto and home insurance. CWM serves a diverse client base including individuals, high-net-worth families, corporations, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners to support its strategies.
Based on Cwm, Llc
Based on Cwm, Llc
Financial planning fixed fees from $500 to $25,000 or more; flat annual investment management fees billed quarterly
$0+: up to 2.50% +: Sub-Advisory fees up to 1% $50,000+: iCapital additional fees $50,000+: Orion Custom Indexing additional fees $10,000+: 55ip advisory fees (accounts with tax management services must be at least $50,000)
Up to $500 per hour for financial planning services
1043 S 13 Street
Decatur, IN 46733
Indiana
Cetera Wealth Services, LLC
2026 - Present (1 year)
Cwm, Llc Dba Carson Partners Crd # 155344
2026 - Present (1 year)
Bixler Insurance
2025 - Present (1 year)
FM Investments
2023 - 2024 (1 year)
Raymond James Financial Services, Inc.
2020 - 2024 (4 years)
Farmers & Merchants State Bank
2020 - 2024 (4 years)
F&M Bank
2020 - 2023 (3 years)
Adams County Financial Resources
2001 - 2020 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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