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Jeffrey Forrest Barnes

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Memphis, TN

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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
TN RA APPROVED 2019-07-31
  • TN RA
    APPROVED
    Since 2019-07-31

Branch Locations

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

5100 Poplar 30Th Floor, Memphis, TN 38137 • 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
Gavion, Llc Memphis TN 09/2015 Present
Cbiz Investment Advisory Services Cleveland OH 07/2019 Present
  • 09/2015 → Present
    Gavion, Llc
    Memphis, TN
  • 07/2019 → Present
    Cbiz Investment Advisory Services
    Cleveland, OH
Previous Registrations
  • 2015-09-16 → 2019-12-11
    Gavion, Llc
    Memphis, TN
  • 2013-11-06 → 2015-10-01
    Legacy Wealth Management, Llc
    Memphis, TN
  • 2008-04-02 → 2013-10-31
    Financial Telesis Inc
    San Rafael, CA
    Memphis, TN
  • 2007-03-21 → 2008-04-08
    Lpl Financial Llc
    Memphis, TN
    Fort Mill, SC
    Memphis, TN
  • 2004-07-21 → 2007-04-10
    Private Consulting Group, Inc.
    Memphis, TN
    Memphis, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-11
S63 Uniform Securities Agent State Law Examination 1992-12-07
  • S65 Uniform Investment Adviser Law Examination
    2007-12-11
  • S63 Uniform Securities Agent State Law Examination
    1992-12-07
Designations
Other Names
  • Jeff Barnes
  • Jeffrey F Barnes

View on SEC IAPD

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W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

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ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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