Jeffrey Allen Schapel

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

• 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

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