James Frederick Harmon

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 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

• 1999-07-08 → 2005-03-03
  Cbiz Financial Solutions, Inc.
  Cleveland, OH

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