John
Huber

Cibc Private Wealth Advisors, Inc

CRD#2457037
Investment Advisor
in Chicago, IL

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About this Advisor

John Huber is a financial advisor operating out of Chicago, Illinois who has 6 years of relevant experience. Huber is an employee of Cibc Private Wealth Advisors, Inc. During their career, Huber has held roles at Geneva Investment Management LLC, Gnv Advisors, LLC, Atlantic Trust Investment Advisors Inc and Cibc Private Wealth Advisors, Inc. Huber holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Illinois and Minnesota. Cibc Private Wealth Advisors, Inc is a firm headquartered in Chicago, IL. It has offices in 13 locations and a total of 455 people on staff. It has $51 billion in assets under management across its 35,555 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 1,159 charities and foundations. Of its 35,555 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Cibc Private Wealth Advisors, Inc most likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

181 West Madison Street 35Th Floor
Chicago, IL 60602

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$51,105,957,813

IL Average: $6,674,516,078
Total Number of Employees

455

IL Average: 44
Total Number of Accounts

35,555

IL Average: 2,564
Average Account Size

$1,437,378

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

John Huber Work History

John has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cibc Private Wealth Advisors, Inc

2017 - 2017 (< 1 year)

Atlantic Trust Investment Advisors Inc

2008 - 2017 (9 years)

Gnv Advisors, LLC

2003 - 2017 (14 years)

Geneva Investment Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Huber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cibc Private Wealth Advisors, Inc

Mark Pauly
Chicago, IL
Allen Smith
Chicago, IL
Daniel Delany
Chicago, IL
Connor Mcgarvey
Dallas, TX
Colleen Harvey
Denver, CO
Cass Culp
Chicago, IL
Joseph Wittels
Denver, CO
Jason Stoneman
Washington, DC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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