facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

About us

Our Custodian

A custodian is simply the place where your assets are held. And while JWM is not directly affiliated with Charles Schwab, we have chosen them to be the gatekeeper of our client's assets because of their name, their size and quality of service they have provided independent advisors for over 30 years. 

see the benefits