Jeffrey Cribbs
Chicago Wealth Management · Chicago, Illinois
Jeffrey Cribbs is a fee-only financial advisor at Chicago Wealth Management in Chicago, Illinois, who holds the CFP credential. Chicago Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jeffrey →
Facts
| Firm | Chicago Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $365.7M across 1,037 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 1727123 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chicagowm.com |
| Profile |
How Jeffrey's firm compares
- Chicago Wealth Management's average account is about $353,000, from its Form ADV (assets managed divided by 1,037 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Cribbs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Chicago Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Chicago Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Cribbs based?
Jeffrey Cribbs is based in Chicago, Illinois.
What credentials does Jeffrey Cribbs hold?
Jeffrey Cribbs holds the CFP credential.
Is Jeffrey Cribbs registered with the SEC?
Yes. Jeffrey Cribbs is registered as an investment adviser representative in IL (CRD 1727123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chicago Wealth Management manage?
Chicago Wealth Management reports $365.7M across 1,037 accounts in assets under management.
How do I contact Jeffrey Cribbs?
Through Jeffrey's website, www.chicagowm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Chicago Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.