Jonathan Cole Newkirk
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
10 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
10 years in the industry.
- CIBC Private Wealth Advisors, Inc.Apr 2026 to now
- CIBC Wood GundyOct 2019 to now
- Hilker CorpMay 2018 to May 2019
- Lewis RiceMay 2017 to Aug 2017
- StudentApr 2016 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6480734
- Firm CRD
- 109644