RBC Capital Markets
47yrs
Top 1% by experience in Omaha
5yrs
Based in Omaha, Nebraska, Jonah Bies is a fiduciary financial advisor with 5 years of industry experience. Jonah has been with CWM since 2022. CWM offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office14600 Branch St., Omaha, NE 68154
FirmCWM
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?2 states
Services through CWM
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowCWM, LLCCurrent firm
Contact Jonah
(402) 330-0808CWM main office 14600 Branch St.Omaha, NE 68154Office · Get directions
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Questions to ask Jonah
Tailored to Jonah’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonah
How do I contact Jonah?
Call CWM at (402) 330-0808 and ask for Jonah Bies. Jonah works from the Omaha, NE office.
How long has Jonah been a financial advisor?
Jonah has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Jonah hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonah a fiduciary?
Jonah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonah paid?
CWM reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jonah for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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