Jonathan K. Kadish
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Kurt Kadish, CFP®, ChFC® was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 1999. Jonathan had worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 15, 2019 - January 5, 2026
CIBC PRIVATE WEALTH ADVISORS, INC.
December 7, 2007 - March 26, 2009
INVESCO DISTRIBUTORS, INC.
April 27, 2004 - December 7, 2007
AT INVESTOR SERVICES, INC.
May 19, 1999 - February 28, 2003
BESSEMER INVESTOR SERVICES, INC.
Primary Firm SEC Registration
CIBC PRIVATE WEALTH ADVISORS, INC.
CRD#: 109644 / SEC#: 801-57986
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CIBC PRIVATE WEALTH ADVISORS, INC.
CRD#: 109644 / SEC#: 801-57986
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,865 |
| AUM (Assets Under Management) | $ 61,112,966,756 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 04/30/2025 | ||
| 10/20/2023 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
