Murphys, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Commonwealth Financial Network
Enterprise
Firm-wide stats for Commonwealth Financial Network
About
Commonwealth Financial Network is a dual‑registered broker/dealer and SEC‑registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser‑support platform that includes discretionary and nondiscretionary managed‑account programs (PPS Custom, PPS Select, PPS Direct), access to third‑party asset managers, retirement and plan consulting, and custody/clearing services.
Advisors work with clients to define goals and risk tolerance and may implement portfolios using Commonwealth’s internally managed model portfolios (Investment Management and Research team) or by outsourcing execution and model implementation to third‑party platforms and subadvisers (for example, Envestnet, SEI, and Orion). Commonwealth acts as a wrap‑fee program sponsor and back‑office provider—covering trading, reporting, and householding—while offering a mix of mutual funds, ETFs, individual securities, annuity subaccounts, and personalized indexing and tax‑aware options.
Noteworthy aspects disclosed in the firm’s brochure include its acquisition by LPL Financial Holdings, Inc. on August 1, 2025 and recent regulatory matters, including a March 2026 SEC judgment that resulted in a $5,000,000 civil penalty and earlier SEC enforcement related to mutual fund share‑class disclosures. The firm also discloses material conflicts arising from its clearing and sweep arrangements—notably revenue‑sharing with its clearing firm—and a range of advisor compensation and transition incentives (administrative‑fee discounts, graduated payouts, and forgivable loans) that can affect program availability and recommendation incentives.
Based on Commonwealth Financial Network
Expertise
Based on Commonwealth Financial Network
Location
178 Big Trees Road, Suite B 1
Murphys CA 95247
Advisors at this office
4
Advisors at this office
Jaime D
Series 65
Murphys, CA
Commonwealth Financial Network
Jaime Dowell is a Series 65-licensed financial advisor with Commonwealth Financial Network, based in Murphys, CA. Dowell has experience in the wine industry and farming, having worked at several wineries and owning a farming business, The Wild Harbor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including portfolio construction, investment management, and practice management services.
John K
Series 63, Series 66
Murphys, CA
Commonwealth Financial Network
John Krutsinger is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes nine years at Edward Jones and multiple periods with Commonwealth Financial Network and Sierra Family Wealth. He is also the owner of Krutsinger Farms, a commercial wine grape production business in Sonora, California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing roughly $212.7 billion in client assets. The firm provides a range of managed account programs, third-party asset manager access, and custodial services.
Carrin B
Series 65
Murphys, CA
Commonwealth Financial Network
Carrin Blyth is a financial advisor with Commonwealth Financial Network and holds a Series 65 designation. She has worked in financial and legal roles since 2022, including positions at Sierra Family Wealth and Creede-Blyth Law APC. Prior to her advisory career, she spent several years in education at Granite Hills High School, Feather River Community College, and Porterville College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.
Randall E
Series 66
Murphys, CA
Commonwealth Financial Network
Randall Ehle is a Series 66-licensed financial advisor at Commonwealth Financial Network with four years of industry experience. His prior work includes roles at Sierra Family Wealth, Edward Jones, and several educational institutions. He is also involved with WIXIM Ministries, where he has served since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving individual and institutional clients with a wide range of investment options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)