James John Mcknight
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
13 yearsExperience
2 statesRegistered in
$67.8BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- CIBC Private Wealth Advisors, Inc.Sep 2025 to now
- UnemployedMar 2025 to Aug 2025
- Annex Wealth Management, LLC.Jun 2023 to Feb 2025
- Charles Schwab & Co., Inc.Jan 2018 to Mar 2023
- Charles Schwab BankJan 2018 to Mar 2023
- B.C. Ziegler and CompanyMar 2013 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
CIBC Private Wealth Advisors, Inc.
$67.8BAssets managed
9,236Clients
174Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2572704
- Firm CRD
- 109644