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RIA / WealthAdvisorCertified Financial Planner24 years in industry

Jonathan Andrew Moyer

Advisor at CWM, LLC

Doylestown, PA | OMAHA, NE

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Search this name across graphsid dfx:ria:42d05693-03ac-3311-a34a-207e14ef5cf9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2002 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: Sep 12, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 18, 2007
First registration: Sep 12, 2002
Dual registered: no
IAPD individual key: 4388387

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	Jan 17, 2017	n/a	yes	Doylestown, PA\|OMAHA, NE	Current employment
AVISO WEALTH MANAGEMENT	Independent wealth	Jun 25, 2015	Nov 18, 2015	no	SOUTHAMPTON, PA	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jun 5, 2015	Nov 23, 2015	no	SOUTHAMPTON, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 20, 2014	May 15, 2015	no	FRAZIER, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Feb 8, 2013	Oct 9, 2014	no	LANSDALE, PA\|PHOENIXVILLE, PA\|Hilton Head Island, SC\|MOUNT HOLLY, NJ	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 1, 2011	Jan 31, 2013	no	SEVEN FIELDS, PA	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Sep 23, 2010	Jul 5, 2011	no	SOUDERTON, PA	Previous registration
CANON CAPITAL INVESTMENT ADVISORY	Former SEC adviser	Sep 12, 2002	Jul 19, 2006	no	TELFORD, PA	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
FIRST ALLIED ADVISORY SERVICES, INC.	AVISO WEALTH MANAGEMENT	Nov 23, 2015	Jun 25, 2015	-151	Firm change after gap	Other
AVISO WEALTH MANAGEMENT	CWM, LLC	Nov 18, 2015	Jan 17, 2017	426	Firm change after gap	Other
LPL FINANCIAL LLC	FIRST ALLIED ADVISORY SERVICES, INC.	May 15, 2015	Jun 5, 2015	21	Firm change	Other
PNC WEALTH MANAGEMENT	LPL FINANCIAL LLC	Oct 9, 2014	Oct 20, 2014	11	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	PNC WEALTH MANAGEMENT	Jan 31, 2013	Feb 8, 2013	8	Firm change	Other
GENEOS WEALTH MANAGEMENT, INC.	VALIC FINANCIAL ADVISORS, INC.	Jul 5, 2011	Sep 1, 2011	58	Firm change	Other
CANON CAPITAL INVESTMENT ADVISORY	GENEOS WEALTH MANAGEMENT, INC.	Jul 19, 2006	Sep 23, 2010	1,527	Firm change after gap	Other

Relationships

Registered with (8)

→ CWM, LLCRegistered adviserregistration: current employment
Jan 17, 2017 to presentfactForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jun 5, 2015 to Nov 23, 2015factForm ADV
→ AVISO WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 25, 2015 to Nov 18, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 20, 2014 to May 15, 2015factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Feb 8, 2013 to Oct 9, 2014factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 1, 2011 to Jan 31, 2013factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 23, 2010 to Jul 5, 2011factForm ADV
→ CANON CAPITAL INVESTMENT ADVISORYRegistered adviserregistration: previous registration
Sep 12, 2002 to Jul 19, 2006factForm ADV

Dated events

No dated event names this entity yet.