DFX Intelligence

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

JONATHAN WILLIAM ANDRE

Advisor at CWM, LLC

Cincinnati, OH | OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:23f43bb9-bcbe-1c84-4dea-ac59d7e6d088

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 29, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CWM, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 29, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
First registration: Jul 29, 2011
Dual registered: no
Other names: JON ANDRE
IAPD individual key: 5767879

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CWM, LLC	Bd affiliated wealth	Nov 10, 2025	n/a	yes	OMAHA, NE\|Cincinnati, OH	Current employment
TOTAL WEALTH PLANNING, LLC	Former SEC adviser	Jul 22, 2015	Mar 23, 2026	no	CINCINNATI, OH	Previous registration
FINANCIAL MANAGEMENT GROUP INC	Former SEC adviser	Jul 29, 2011	Oct 23, 2015	no	CINCINNATI, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TOTAL WEALTH PLANNING, LLC	CWM, LLC	Mar 23, 2026	Nov 10, 2025	-133	Firm change after gap	RIA to ibd
FINANCIAL MANAGEMENT GROUP INC	TOTAL WEALTH PLANNING, LLC	Oct 23, 2015	Jul 22, 2015	-93	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
174434:155344:OH:2026-03-23	Mar 23, 2026	Nov 10, 2025	CINCINNATI, OH	Firm change after gap
106068:174434:OH:2015-10-23	Oct 23, 2015	Jul 22, 2015	CINCINNATI, OH	Firm change after gap

Relationships

Registered with (3)

→ CWM, LLCRegistered adviserregistration: current employment
Nov 10, 2025 to presentfactForm ADV
→ TOTAL WEALTH PLANNING, LLCRegistered adviserregistration: previous registration
Jul 22, 2015 to Mar 23, 2026factForm ADV
→ FINANCIAL MANAGEMENT GROUP INCRegistered adviserregistration: previous registration
Jul 29, 2011 to Oct 23, 2015factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Jonathan William Andre left Total Wealth Planning, Llc for Cwm, Llc (registered 2025-11-10)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23f43bb9-bcbe-1c84-4dea-ac59d7e6d088
First observed: Jul 29, 2011
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JONATHAN WILLIAM ANDRE

Advisor at CWM, LLC

Cincinnati, OH | OMAHA, NE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:23f43bb9-bcbe-1c84-4dea-ac59d7e6d088

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CWM, LLC

Bd affiliated wealth

Nov 10, 2025

n/a

yes

OMAHA, NE|Cincinnati, OH

Current employment

TOTAL WEALTH PLANNING, LLC

Former SEC adviser

Jul 22, 2015

Mar 23, 2026

CINCINNATI, OH

Previous registration

FINANCIAL MANAGEMENT GROUP INC

Former SEC adviser

Jul 29, 2011

Oct 23, 2015

CINCINNATI, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TOTAL WEALTH PLANNING, LLC

CWM, LLC

Mar 23, 2026

Nov 10, 2025

-133

Firm change after gap

RIA to ibd

FINANCIAL MANAGEMENT GROUP INC

TOTAL WEALTH PLANNING, LLC

Oct 23, 2015

Jul 22, 2015

-93

Firm change after gap

Other

Team

Left

Joined

From

Kind

174434:155344:OH:2026-03-23

Mar 23, 2026

Nov 10, 2025

CINCINNATI, OH

Firm change after gap

106068:174434:OH:2015-10-23

Oct 23, 2015

Jul 22, 2015

CINCINNATI, OH

Firm change after gap