Jcm Strategic Wealth Partners Llc
- Regulatory AUM
- $152M
- Discretionary
- $152M
- Clients
- 955
- Avg AUM / client
- $160K
- Accounts
- 1,262
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 387 | $42.5M | 27.9% |
| High net worth individuals | 85 | $85.1M | 55.8% |
| Pension and profit sharing plans | 445 | $14.9M | 9.77% |
| Charitable organizations | Fewer than 5 clients | $1.8M | 1.21% |
| Other investment advisers | Fewer than 5 clients | $43.0K | 0.03% |
| Corporations and other businesses | 12 | $1.6M | 1.07% |
| Other | 26 | $6.4M | 4.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan Peterman Heating, Cooling & Plumbing, Inc. | Greenwood, IN | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Michael Werner | Registered representative | Sep 2021 (5y) | ||
| Curtis Matthew Reeser | Registered representative | Feb 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Peterman Heating, Cooling & Plumbing, Inc 401(k) Plan | Peterman Heating, Cooling & Plumbing, Inc. | 431 | $7.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $138M (90% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 12, 2026.
View current Form ADV (SEC/IAPD) ↗