Best Investors Account Sign in
Inactive

Jeffrey Forrest Barnes

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Memphis, TN

CRD 2296399

Claim This Profile
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:

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
  • Certified Financial Planner
Other Names
  • Jeff Barnes
  • Jeffrey F Barnes

View on SEC IAPD

Nearby Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY

Nearby Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

More in Cleveland, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor