Investment adviser · CRD 315220
WERNER FINANCIAL
Investment adviser filing (IA)
JCM STRATEGIC WEALTH PARTNERS LLC
INDIANAPOLIS, IN, United States · Form ADV filed Jan 12, 2026
- Regulatory AUM
- $152M Form ADV · Item 5.F
- Client accounts
- 1,262 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 85 | $85,123,966 | 55.8% |
| Individuals | 387 | $42,511,046 | 27.9% |
| Retirement plans | 445 | $14,889,103 | 9.8% |
| Other clients | 26 | $6,401,609 | 4.2% |
| Charities | Fewer than 5 | $1,841,124 | 1.2% |
| Corporations & businesses | 12 | $1,632,557 | 1.1% |
| Other investment advisers | Fewer than 5 | $42,960 | 0.0% |
Filing source
Form ADV 2039767 · Jan 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4022 E SOUTHPORT ROADINDIANAPOLIS, IN, 46237, United States
CRD 315220
Filing source
Form ADV 2039767 · Jan 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.