Advisors at this firm
Harold C
Series 63, Series 65
Ocean Pines, MD
CWM Advisory, LLC
Harold Carmean is a financial advisor at CWM Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, WFG Investments, and National Life of Vermont. Outside of his advisory role, he is an instructor for the 3of7Project, a training company focused on mental, spiritual, and physical development. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm emphasizes client goal identification and risk tolerance to place clients into SEI-managed strategies using modern portfolio theory and long-term investment approaches, while offering concierge and multi-generation planning services.
Tristan J
CFP®, Series 65
Ocean Pines, MD
CWM Advisory, LLC
Tristan Jacobi is a CFP® with seven years of industry experience, currently serving at CWM Advisory, LLC. He has held roles at both CWM Advisory and Creative Wealth Management since 2018. In addition to his advisory work, he is an independent licensed insurance agent. CWM Advisory, LLC provides financial planning and advisory services primarily to individual and high-net-worth clients, as well as pension and employee benefit plans. The firm employs a model that places clients into SEI-managed investment strategies based on their goals and risk tolerance, offering concierge and multi-generational planning services while coordinating with third-party subadvisers for portfolio management.
Jordan T
CFP®, Series 65
Ocean Pines, MD
CWM Advisory, LLC
Jordan Talbert is a Series 65-credentialed advisor with CWM Advisory, LLC, bringing one year of industry experience. He has worked at CWM Advisory since 2024 and previously at Creative Wealth Management. Outside of advisory work, Talbert is a licensed insurance agent authorized to sell life, health, and fixed annuities. CWM Advisory, LLC provides advisory and planning services primarily to individual and high-net-worth clients as well as pension and employee benefit plans. The firm directs investment management to third-party advisers using SEI-managed strategies focused on client goals, risk tolerance, and long-term investment approaches.
