Joseph M Wittels
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$67.8BFirm assets
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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
10 years in the industry.
- CIBC Private Wealth Advisors, Inc.May 2022 to now
- Bank of the WestMay 2018 to May 2022
- JPMorgan Securities LLCJun 2016 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
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
- 5537872
- Firm CRD
- 109644