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Jeffrey Allen Schapel

Cbiz Investment Advisory Services, LLC

Cleveland, OH

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
OH RA APPROVED 2021-02-15
  • OH RA
    APPROVED
    Since 2021-02-15

Branch Locations

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

6801 Brecksville Rd Door N, 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
Cbiz Cleveland OH 02/2004 Present
  • 02/2004 → Present
    Cbiz
    Cleveland, OH
Other Businesses

Jeff works primarily as an Actuarial for CBIZ RPS. He does this during work ours as his primary job.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-12
  • S65 Uniform Investment Adviser Law Examination
    2021-02-12

View on SEC IAPD

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