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Jason Michael Kiss

Cibc Private Wealth Advisors, Inc.

Birmingham, MI

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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
CA RA APPROVED 2026-05-13
MI RA APPROVED 2025-10-17
  • CA RA
    APPROVED
    Since 2026-05-13
  • MI RA
    APPROVED
    Since 2025-10-17

Branch Locations

34901 Woodward Avenue., Suite 200, Birmingham, MI 48009 • 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
Aspiriant, Llc San Francisco CA 06/2014 10/2025
Cibc Private Wealth Birmingham MI 10/2025 Present
  • 06/2014 → 10/2025
    Aspiriant, Llc
    San Francisco, CA
  • 10/2025 → Present
    Cibc Private Wealth
    Birmingham, MI
Previous Registrations
  • 2014-06-19 → 2025-10-15
    Aspiriant, Llc
    San Francisco, CA
    Los Angeles, CA
    San Francisco, CA
  • 2011-09-01 → 2014-06-17
    Brownson, Rehmus & Foxworth, Inc.
    Chicago, IL
  • 2001-03-20 → 2011-08-29
    Bartlett & Co
    Cincinnati, OH
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-25
  • S66 Uniform Combined State Law Examination
    2000-08-25
Designations
Other Names
  • Jason M. Kiss
  • Jason Michael Kiss

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RISK PARADIGM GROUP, LLC
INNOVIA WEALTH, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TOWNSEND STREET CAPITAL MANAGEMENT
VALSTONE PARTNERS VI

Other Investors

JEFFREY MICHAEL DIEFENTHALER
Kevin Arthur-Whitworth Sheard
JERAMEY JOSEPH LYNCH
Akinwale Adebayo
Maxwell James Hunt
Scott Schramm
John Lockwood
Jared M. Rhein

Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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