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Jonah David Fitzgerald

Investment adviser representative at Creekmur Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$800MFirm assets
6 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Creekmur Asset Management, LLCJan 2026 to now
  2. KpmgOct 2024 to Dec 2025
  3. H.K. Campbell & CompanyFeb 2024 to Sep 2024
  4. Liberty UniversityMay 2023 to Apr 2024
  5. KpmgJan 2023 to Apr 2023
  6. Papa Johns PizzaAug 2021 to Mar 2022
  7. Norfolk State UniversityJan 2020 to Dec 2022
  8. Old Dominion UniversityAug 2018 to Dec 2019
  9. Dalton ConstructionJan 2016 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (VA).

Creekmur Asset Management, LLC

$800MAssets managed
1,902Clients
23Advisers
6 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
8214838
Firm CRD
306903
Advisor's SEC record (opens in a new tab)
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