Justin Robert Ehle
Advisor at CWM, LLC — Amarillo, TX Lexington Square
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.
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
CFP®, Series 63, Series 65
Experience Industry experience
15 years
Location
Amarillo, TX 79119
CWM, LLC
Enterprise
Justin Ehle is a CFP® professional with 15 years of experience in financial advising. He is currently with CWM, LLC and has previously worked at Northwestern Mutual and Cetera Advisor Networks. Outside of advising, he owns Jhand Consulting, LLC, an insurance commission business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines multiple investment strategies alongside tools for customization and fiduciary oversight, with a focus on retirement plan and institutional services.
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
Amarillo, TX Lexington Square
5101 Lexington Square
Amarillo TX 79119
Advisors at this office
13
Texas
15 years of industry experience
CWM, LLC
2019 - Present • 7 years
Omaha, NE
Carson Wealth
2019 - Present • 7 years
Amarillo, TX
Cetera Advisor Networks
2019 - 2022 • 3 years
El Segundo, CA
Northwestern Mutual Wealth Management Company
2016 - 2019 • 3 years
Milwaukee, WI
Northwestern Mutual Investment Management
2010 - 2019 • 9 years
Dallas, TX
Northwestern mutual life insurance company
2007 - 2019 • 12 years
Milwaukee, WI
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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