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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 955 | 929 | decreased by26 |
| Feb 1, 2026 | Employees | 3 | 5 | increased by2 |
| Feb 1, 2026 | Clients | 868 | 955 | increased by87 |
| Feb 1, 2026 | AUM | $102,714,411 | $152,442,365 | increased by$49,727,954 |
| Feb 1, 2026 | Accounts | 1,104 | 1,262 | increased by158 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WERNER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WERNER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.