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WERNER FINANCIAL
Legal name: JCM STRATEGIC WEALTH PARTNERS LLC
CRD 315220File 801-132269
APPROVED
Retail clients
Filing as of Jan 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$152.4M
Bottom 25% of cohort (national)
Discretionary AUM
$151.6M
Non-discretionary $874K
Clients
929
1,262 accounts
Employees
5
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 27, 2025
- Principal office
- 4022 E SOUTHPORT ROAD, INDIANAPOLIS, IN, 46237
- Phone
- 317-735-9202
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $152.4M
- Discretionary AUM
- $151.6M
- Non-discretionary AUM
- $874K
- Discretionary accounts
- 1,250
- Non-discretionary accounts
- 12
- Total accounts
- 1,262
- AUM per client
- $164K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $1.6M |
| Charitable organizations | Fewer than 5 | $1.8M |
| Other investment advisers | Fewer than 5 | $43K |
| High net worth individuals | 85 | $85.1M |
| Pension and profit sharing plans | 445 | $14.9M |
| Individuals (other than high net worth individuals) | 387 | $42.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 955 | 929 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.