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John Francis Kitcher

Investment adviser representative at Ia Private Wealth (USA) Inc.
11 yearsExperience
3 statesRegistered in
CFADesignation
$135.1MFirm 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Ia Private Wealth (USA) Inc.Apr 2025 to now
  2. Ia Private WealthJan 2019 to now
  3. Ia Private Wealth InsuranceJan 2019 to now
  4. Desjardins Financial Security Independent NetworkNov 2015 to Dec 2018

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (CA, NY, TX).

Ia Private Wealth (USA) Inc.

$135.1MAssets managed
199Clients
10Advisers
4 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
8029850
Firm CRD
322127
Advisor's SEC record (opens in a new tab)
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