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Employee Charles Jameson

Charles Jameson

Newport Beach
520 Newport Center Drive
Newport Beach, CA 92660

PHONE NUMBER: 949-660-0080
TOLL-FREE: 888-773-8099
FAX NUMBER: 949-720-0042

Charles Jameson

Associate

Charlie Jameson is a client service associate at CIBC Private Wealth. In this role, he is responsible for account maintenance involving account openings and closings as well as client requests.  

Prior to joining the firm, Charlie served as a financial representative at Northwestern Mutual, where he created tailored financial plans for clients. Previously, he served as an investment intern at The Holdsworth Group. 

Charlie earned a Bachelor of Science degree in Business Administration from the Marshall School of Business, and he is a graduate of the University of Southern California.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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