John Joseph Siuda

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 02/2022
  Edward Jones
  Berea, OH
• 05/2017 → 08/2018
  Jim Cahlik State Farm
  Westlake, OH
• 11/2015 → 04/2017
  Staffinders Inc
  Independence, OH
• 02/2022 → Present
  Rfg Advisory, Llc
  Westlake, OH

Previous Registrations

• 2018-11-02 → 2022-02-22
  Edward Jones
  Berea, OH
  St Louis, MO
  Strongsville, OH

Other Businesses

(1) CLEVELAND PROPERTIES GROUP LLC Investment-Related: No. Type of business: WHOLESALE REAL ESTATE 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 2/1/2018 POSITION: CO-OWNER Hours per month: 30 Hours during trading: 0 Duties: REVIEW REAL ESTATE OFFERINGS. (2) A&J PROPERTY GROUP LLC Investment-related: No Nature of business: Rental Properties Address: 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 04/01/2021 Position: CO-OWNER Hours per month: 5 Hours during trading: 0 Duties: BUY & HOLD RENTAL PROPERTIES. (3) BOB'S HOME GOODS LLC Investment-related: No Nature of business: E-COMMERCE Address: 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 08/2021 Position: OWNER Hours per month: 5 Hours during trading: 0 Duties: REVIEW SALES (4) Afia Wealth Management Investment-related: Yes Nature of business: RIA DBA Address: 24600 Center Ridge Rd., Suite 107, Westlake, OH 44145 Start date: 2/18/2022 Position: Co-Founder/Investment Adviser Representative Hours per month: 160 Hours during trading: 160 Duties: Owner/Investment Adviser Representative (5) Crump Life Insurance Services Investment-related: Yes Nature of business: Insurance Address: 4135 North Front Street, Harrisburg, PA 17110 Start date: 10/2018 Position: Insurance Agent Hours per month: 30 Hours during trading: 30 Duties: Insurance product offerings.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-01

Other Names

• John Siuda
• John Joseph Siuda