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Julian Simmerman

Cbiz Investment Advisory Services, LLC

Indianapolis, IN

Cleveland, 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
IN RA APPROVED 2026-06-30
  • IN RA
    APPROVED
    Since 2026-06-30

Branch Locations

800 East 96Th Street Suite 200, Indianapolis, IN 46060 • United States

5959 Rockside Woods Blvd N Suite 600, Cleveland, 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
Raymond James & Associates Inc Carmel IN 01/2020 11/2020
Ball State University Muncie IN 08/2016 12/2019
Lake City Bank Indianapolis IN 05/2019 08/2019
Keybank Indianapolis IN 05/2018 08/2018
Joyrun Muncie IN 03/2017 04/2018
Best Buy Muncie IN 12/2015 09/2016
Barden Circulation Indianapolis IN 05/2017 08/2017
J.P. Morgan Securities Llc Noblesville IN 12/2020 09/2021
Jpmorgan Chase Bank, N.A. Noblesville IN 11/2020 09/2021
Target Corp Muncie IN 08/2019 09/2019
Regions Bank Indianapolis IN 12/2021 07/2022
Cetera Investment Services Llc Saint Cloud MN 12/2021 07/2022
Cetera Investment Advisers Llc Indianapolis IN 12/2021 07/2022
Mutual Of America Securities Llc Indianapolis IN 08/2022 03/2026
Mutual Of America Life Insurance Company Indianapolis IN 08/2022 03/2026
Cbiz Indianapolis IN 03/2026 Present
  • 01/2020 → 11/2020
    Raymond James & Associates Inc
    Carmel, IN
  • 08/2016 → 12/2019
    Ball State University
    Muncie, IN
  • 05/2019 → 08/2019
    Lake City Bank
    Indianapolis, IN
  • 05/2018 → 08/2018
    Keybank
    Indianapolis, IN
  • 03/2017 → 04/2018
    Joyrun
    Muncie, IN
  • 12/2015 → 09/2016
    Best Buy
    Muncie, IN
  • 05/2017 → 08/2017
    Barden Circulation
    Indianapolis, IN
  • 12/2020 → 09/2021
    J.P. Morgan Securities Llc
    Noblesville, IN
  • 11/2020 → 09/2021
    Jpmorgan Chase Bank, N.A.
    Noblesville, IN
  • 08/2019 → 09/2019
    Target Corp
    Muncie, IN
  • 12/2021 → 07/2022
    Regions Bank
    Indianapolis, IN
  • 12/2021 → 07/2022
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 12/2021 → 07/2022
    Cetera Investment Advisers Llc
    Indianapolis, IN
  • 08/2022 → 03/2026
    Mutual Of America Securities Llc
    Indianapolis, IN
  • 08/2022 → 03/2026
    Mutual Of America Life Insurance Company
    Indianapolis, IN
  • 03/2026 → Present
    Cbiz
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-01
  • S66 Uniform Combined State Law Examination
    2020-07-01
Other Names
  • Julian Simmerman
  • Julian Cornell Simmerman

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
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