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James Frederick Harmon

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Independence, OH

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-07-09
  • OH RA
    APPROVED
    Since 2020-07-09

Branch Locations

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

6801 Brecksville Rd, Independence, OH 44131 • 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
Dawson Companies-Assured Partners Richfield OH 01/2010 01/2018
Qba West Lake OH 02/2018 07/2019
Cbiz B& I Cleveland OH 08/2019 Present
Cbiz Investment Advisory Services Cleveland OH 07/2020 Present
  • 01/2010 → 01/2018
    Dawson Companies-Assured Partners
    Richfield, OH
  • 02/2018 → 07/2019
    Qba
    West Lake, OH
  • 08/2019 → Present
    Cbiz B& I
    Cleveland, OH
  • 07/2020 → Present
    Cbiz Investment Advisory Services
    Cleveland, OH
Previous Registrations
Other Businesses

James Harmon works as a Business Unit President for CBIZ Employee Benefits. His work takes place during trading hours for Employee Benefits which is part of CBIZ, Inc. the parent company for CBIZ IAS.

Other Names
  • James F Harmon

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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