# JCM STRATEGIC WEALTH PARTNERS LLC

JCM STRATEGIC WEALTH PARTNERS LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 315220
- Type: SEC-registered investment adviser
- SEC file number: 801-132269
- Location: 4022 E SOUTHPORT ROAD, INDIANAPOLIS, IN, 46237
- Phone: 317-735-9202
- Latest filing: 2026-01-12
- Regulatory AUM: $152.4M
- Discretionary AUM: $151.6M
- Non-discretionary AUM: $874K
- Clients: 5
- Accounts: 1,262

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Jason Michael Werner | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315220/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315220/similar
- Related entities: https://search.stillhousedata.com/firm/315220/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315220

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.