Jonah Fitzgerald has been an investment adviser representative at Creekmur Asset Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Jonah Fitzgerald holds a Bachelor's degree with a focus in accounting from Norfolk State University and a Master of Business Administration from Liberty University.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
Jonah Fitzgerald is a Wealth Advisor of Creekmur Wealth Advisors, based in Roanoke, Virginia, who also assists with tax preparation and planning. He joined the advisor team in January 2026. Earlier, he worked in tax roles and public accounting in Cincinnati, Ohio, including as an auditor at KPMG.
- – present · under a yearRoanoke, VA · Adviser representative · Firm CRD 306903
Investment adviser representative registrations
Jonah Fitzgerald is registered as an investment adviser representative in Virginia, since February 2026.
- VirginiaSince 13 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonah David Fitzgerald
- CRD
- 8214838
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- Roanoke, VA
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- creekmurwealth.com
Where does Jonah Fitzgerald work?
Jonah Fitzgerald is an investment adviser representative registered through Creekmur Asset Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jonah Fitzgerald a financial advisor?
Yes. Jonah Fitzgerald has a current investment-adviser registration in Virginia, through Creekmur Asset Management since February 2026.
How many years of experience does Jonah Fitzgerald have?
Jonah Fitzgerald has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Jonah Fitzgerald passed?
Jonah Fitzgerald passed the Series 65 in February 2026.
Where is Jonah Fitzgerald based?
Jonah Fitzgerald’s registered office is in Roanoke, VA.
Is Jonah Fitzgerald registered with FINRA?
No. Jonah Fitzgerald has no current broker registration.
How can I verify Jonah Fitzgerald’s record?
Search CRD 8214838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonah Fitzgerald’s full registration record.
