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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst16 years in industry

JAMIE LEE MALONE

Advisor at CW ADVISORS, LLC

BOSTON, MA | Richmond, VA

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:ef26d5d8-ab3b-5060-2c05-0208fc2eeb28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 2
Observed: Aug 24, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jamie Lee Malone

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Jamie Lee Malone

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: CW ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
First registration: Aug 24, 2010
Dual registered: no
IAPD individual key: 5823046

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
CW ADVISORS, LLC	Independent wealth	Aug 16, 2024	n/a	yes	Richmond, VA\|BOSTON, MA	Current employment
AGILI, P.C.	Former SEC adviser	Aug 24, 2010	Aug 28, 2024	no	RICHMOND, VA	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
AGILI, P.C.	CW ADVISORS, LLC	Aug 28, 2024	Aug 16, 2024	-12	Firm change	RIA to RIA

Team moves

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

Team	Left	Joined	From	Kind
107664:310873:VA:2024-08-28	Aug 28, 2024	Aug 16, 2024	RICHMOND, VA	Firm change

Relationships

Registered with (2)

→ CW ADVISORS, LLCRegistered adviserregistration: current employment
Aug 16, 2024 to presentfactForm ADV
→ AGILI, P.C.Registered adviserregistration: previous registration
Aug 24, 2010 to Aug 28, 2024factForm ADV

Dated events

Occurred
Aug 28, 2024
Advisor changed firm
Jamie Lee Malone left Agili, P.C. for Cw Advisors, Llc (registered 2024-08-16)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef26d5d8-ab3b-5060-2c05-0208fc2eeb28
First observed: Aug 24, 2010
Last observed: Sep 14, 2026 5 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.

JAMIE LEE MALONE

Advisor at CW ADVISORS, LLC

BOSTON, MA | Richmond, VA

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:ef26d5d8-ab3b-5060-2c05-0208fc2eeb28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:25 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CW ADVISORS, LLC

Independent wealth

Aug 16, 2024

n/a

yes

Richmond, VA|BOSTON, MA

Current employment

AGILI, P.C.

Former SEC adviser

Aug 24, 2010

Aug 28, 2024

RICHMOND, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AGILI, P.C.

CW ADVISORS, LLC

Aug 28, 2024

Aug 16, 2024

-12

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

107664:310873:VA:2024-08-28

Aug 28, 2024

Aug 16, 2024

RICHMOND, VA

Firm change