Jessica Ann Mckane
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- CIBC Private Wealth Advisors, Inc.Feb 2022 to now
- CIBC World Markets CorpJul 2021 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2021
- Wells Fargo Bank N.A.May 2014 to Jul 2021
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4925683
- Firm CRD
- 109644