John William Winslow

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → Present
  Cibc Private Wealth Advisors, Inc.
  Dallas, TX

Previous Registrations

• 2007-01-26 → 2009-09-01
  Headstream Advisors, L.L.C.
  Dallas, TX
• 2007-02-12 → 2009-09-01
  Headstream Asset Management, Lp
  Dallas, TX
• 2003-05-21 → 2006-12-31
  Headstream Advisors, L.L.C.
  Dallas, TX
• 1996-01-02 → 2003-12-04
  Regal Asset Management Corporation
  Dallas, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-11

Designations

• Chartered Financial Analyst