Valerie Jones
Advisor at Cwm, Llc
Updated today
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.
About
Valerie Jones is a ChFC® credentialed advisor at CWM, LLC with six years of industry experience. Her prior roles include positions at Financial Impact Advisors and Cetera Advisor Networks. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.
Client services
Based on Cwm, Llc
Financial planning
Portfolio management
Selection of other advisers
Sub-advisory services for other investment advisory firms
Sub-advisory services for other investment advisory firms
Expertise
Based on Cwm, Llc
Tax-loss harvesting
ESG / Sustainable investing
Options & derivatives strategies
Private / alternative investments
Retirement income strategy
Fee options
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
Location
37 Milwaukee Ave East
Fort Atkinson, WI 53538
Most active in
Valerie J has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Financial Impact Advisors
2026 - Present (1 year)
CWM, LLC
2020 - Present (6 years)
Cetera Advisor Networks, LLC
2020 - 2024 (4 years)
Financial Impact Advisors
2019 - 2026 (7 years)
Cetera Advisor Networks
2019 - 2020 (1 year)
University of Wisconsin-La Crosse
2018 - 2019 (1 year)
Wipfli Financial Advisors
2018 - 2019 (1 year)
University of Wisconsin-La Crosse
2017 - 2018 (1 year)
Oregon School District
2017 - 2017 (1 year)
Independent
2017 - 2017 (1 year)
University of Wisconsin-La Crosse
2016 - 2017 (1 year)
Oregon School District
2016 - 2016 (1 year)
University of Wisconsin-La Crosse
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Barry D
Series 63
Lake Mills, WI
Denny, Barry T.
Savannah W
Series 65
Milton, WI
Morling Financial Advisors, LLC
Daniel W
CFP®, Series 63, Series 65
Lake Mills, WI
Aprio Wealth Management, LLC
Sara W
Series 63, Series 66
Fort Atkinson, WI
Coordinated Capital Securities, Inc.
Drew W
Series 63, Series 65
Fort Atkinson, WI
Coordinated Capital Securities, Inc.
Todd W
Series 63, Series 66
Fort Atkinson, WI
Cwm, Llc
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