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Jennifer Yuen-Hing Man

Cibc Private Wealth Advisors, Inc.

San Francisco, CA

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Current Employers
Cibc Private Wealth Advisors, Inc.

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2023-02-13
ID RA APPROVED 2023-02-08
TX RA APPROVED 2004-01-26
CA RA APPROVED 2001-01-01
  • NV RA
    APPROVED
    Since 2023-02-13
  • ID RA
    APPROVED
    Since 2023-02-08
  • TX RA
    APPROVED
    Since 2004-01-26
  • CA RA
    APPROVED
    Since 2001-01-01

Branch Locations

101 Second Street Suite 2500, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stein Roe Investment Counsel, Inc. San Francisco CA 06/2006 Present
Cibc Private Wealth San Fransciso CA 01/2001 Present
  • 06/2006 → Present
    Stein Roe Investment Counsel, Inc.
    San Francisco, CA
  • 01/2001 → Present
    Cibc Private Wealth
    San Fransciso, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-19
  • S65 Uniform Investment Adviser Law Examination
    2000-02-19
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
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VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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