John Francis Mckenna
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
13 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
13 years in the industry.
- CIBC Private Wealth Advisors, Inc.Aug 2023 to now
- CIBC Private Wealth ManagementMay 2023 to now
- Embarcadero Financial GroupAug 2013 to May 2023
- The O.N. Equity Sales CompanyAug 2013 to May 2023
- The On Investment Management CompanyAug 2013 to May 2023
- Ohio National Financial ServicesMay 2013 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5526611
- Firm CRD
- 109644