Managing Principal · Chicago Wealth Management, Inc.
Jeffrey G. Cribbs
CRD 1727123 · Named on Form ADV at one SEC-registered adviser
At a glance
Chicago Wealth Management, Inc., an SEC-registered wealth manager based in Chicago, IL with $366 million in regulatory assets, lists Jeffrey G. Cribbs on its Form ADV as Managing Principal, a control person.
Firms and roles
- Chicago Wealth Management, Inc.Managing PrincipalWealth manager · Chicago, IL · $366M in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas J. ThompsonChief Compliance Officer, Chicago Wealth Management, Inc.
- Whitney H. RibbensPrincipal, Chicago Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.