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Jackson D

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.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Deric M

Series 65

El Centro, CA

CWM, LLC

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.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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