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.
Credentials
Series 65
Experience Industry experience
1 year
Location
El Centro, CA 92243
CWM, LLC
Enterprise
Deric Millis is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has prior work history including service in the United States Army and roles in wealth management and various business sectors. Outside of his advisory role, he is involved in his community as a men's group and prayer team leader at a local church, a sales coach, and a youth soccer coach. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customization tools, with a notable emphasis on retirement plan services and operational transparency.
Based on CWM, LLC
Based on CWM, LLC
fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)
$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)
up to $500 per hour for financial planning services
El Centro, CA
1239 W Main Street
El Centro CA 92243
Advisors at this office
2
Arizona · California
1 year of industry experience
CWM, LLC
2025 - Present • 1 year
Omaha, NE
Yuma & Imperial Valley Wealth Management
2025 - Present • 1 year
Yuma, AZ
United States Army
2023 - 2025 • 2 years
Yuma, AZ
Logmet
2018 - 2023 • 5 years
Yuma, AZ
Red River Science & Technology
2018 - 2018 • 1 year
Yuma, AZ
MCR Hotels
2017 - 2018 • 1 year
Yuma, AZ
Better Business Bureau of Arizona
2016 - 2017 • 1 year
Yuma, AZ
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.
Series 63, Series 65
El Centro, CA
integrity Advisory Solutions
Nelson Baxley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Groves Capital, Inc., The Alliance Insurance Group, American Income Life Insurance Company, Pfs Investment, and Primerica Financial Services. Outside of his advisory work, he assists clients as a licensed loan originator with mortgage financing and provides estate planning referrals through a cloud-based trust and directive service. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services through a network of independent advisors, managing approximately $1.1 billion in client assets.
Series 65
El Centro, CA
CWM, LLC
Jackson Dewbre is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of his advisory role, Dewbre is involved as a Service Project Manager with Foothills Rotary and serves as a board member for NexGen, a networking organization for young professionals. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a nationwide network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.
Series 66
El Centro, CA
J.P. Morgan Securities
Paul Ochoa is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank, Navy Federal Credit Union, and Navy Federal Investment Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.
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