Invested Better
Unclaimed

Unclaimed

Unclaimed

John Edward Switchenko

Cibc Private Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Edward Switchenko

John Edward Switchenko is a financial advisor associated with CIBC Private Wealth Advisors, Inc. John is registered with the state of Massachusetts as an Investment Advisor Representative (IAR) and is a Certified Financial Planner. John specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies. John is located in the BOSTON office of CIBC Private Wealth Advisors, Inc.

Firm Information

John Switchenko is currently registered with Cibc Private Wealth Advisors, Inc.. CIBC Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Chicago, IL. With a focus on individual and institutional clients, the firm offers a wide range of services, including portfolio management, financial planning, and selection of other advisors. CIBC Private Wealth Advisors, Inc. has approximately $57.31 billion in regulatory assets under management.
Cibc Private Wealth Advisors, Inc.

181 WEST MADISON STREET

CHICAGO, IL 60602

$57.31B

Assets Under Management

Not reported

Total Clients

151

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

index provider

Index provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Switchenko’s Registration & Firm History

MA

11/10/2021 - Present

Cibc Private Wealth Advisors, Inc. (BOSTON MA)

Not sure if John Edward Switchenko is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Edward Switchenko.
Not sure if John Edward Switchenko is right for you?