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Jonah David Fitzgerald

Creekmur Asset Management, LLC

Morton, IL

Roanoke, VA

CRD 8214838

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Employer firm

Creekmur Asset Management, LLC CRD 306903

$800M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Creekmur Asset Management, Llc

805 West Jackson Suite 301, Morton, IL 61550 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-02-13
  • VA RA
    APPROVED
    Since 2026-02-13

Branch Locations

805 West Jackson Suite 301, Morton, IL 61550 • United States

Roanoke, VA • 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
Creekmur Asset Management, Llc Morton IL 01/2026 Present
Kpmg Cincinnati OH 10/2024 12/2025
H.K. Campbell & Company Cincinnati OH 02/2024 09/2024
Kpmg Cincinnati OH 01/2023 04/2023
Liberty University Lynchburg VA 05/2023 04/2024
Norfolk State University Norfolk VA 01/2020 12/2022
Old Dominion University Norfolk VA 08/2018 12/2019
Papa Johns Pizza Norfolk VA 08/2021 03/2022
Dalton Construction Roanoke VA 01/2016 07/2018
  • 01/2026 → Present
    Creekmur Asset Management, Llc
    Morton, IL
  • 10/2024 → 12/2025
    Kpmg
    Cincinnati, OH
  • 02/2024 → 09/2024
    H.K. Campbell & Company
    Cincinnati, OH
  • 01/2023 → 04/2023
    Kpmg
    Cincinnati, OH
  • 05/2023 → 04/2024
    Liberty University
    Lynchburg, VA
  • 01/2020 → 12/2022
    Norfolk State University
    Norfolk, VA
  • 08/2018 → 12/2019
    Old Dominion University
    Norfolk, VA
  • 08/2021 → 03/2022
    Papa Johns Pizza
    Norfolk, VA
  • 01/2016 → 07/2018
    Dalton Construction
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Nearby Investors

LISA LEA MOSER
JARED LEE STERR
ZACHARY CHRISTOPHER WILLIAMS

Nearby Offices

LPL FINANCIAL LLC · MORTON, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Morton, IL
EDWARD JONES · MORTON, IL

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