John Durazo
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
Yuma, AZ 85364
Credentials
Series 65
Industry experience
2 years
John Durazo is a financial advisor at CWM, LLC with a Series 65 credential and two years of industry experience. He has worked at Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of his advisory role, Durazo serves as an Education Coordinator for BNI Empower Business Exchange, where he manages referral networking activities. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.
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
182 E 16th St Ste D
Yuma, AZ 85364
Arizona · California · Texas
Yuma & Imperial Valley Wealth Management
2025 - Present (1 year)
Yuma & Imperial Valley Wealth Management
2025 - 2025 (1 year)
Yuma Investment Group Wealth Management
2023 - 2025 (2 years)
CWM, LLC
2023 - Present (3 years)
Volleyball Club of Yuma
2019 - 2020 (1 year)
Sunshine Herbs & More
2019 - 2020 (1 year)
University of Arizona - Yuma
2019 - 2023 (4 years)
Yuma Investment Group Wealth Management
2018 - 2023 (5 years)
Y3K IT Services
2018 - 2018 (1 year)
Arizona Western College
2017 - 2020 (3 years)
Reddy Rents
2016 - 2017 (1 year)
Cibola High School
2013 - 2017 (4 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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