Inactive

Jordan Craig Austrian

Cbiz Investment Advisory Services, LLC

CRD 6267378

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2025-09-01

NC RA
APPROVED

Since 2025-09-01

Branch Locations

4194 Mendenhall Oaks Parkway, High Point, NC 27265 • 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

Organization	City	State	From	To
Adp Broker-Dealer, Inc.	Florham Park	NJ	11/2013	Present
Adp Inc.	Florham Park	NJ	11/2013	Present

11/2013 → Present

Adp Broker-Dealer, Inc.

Florham Park, NJ
11/2013 → Present

Adp Inc.

Florham Park, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-28
S63	Uniform Securities Agent State Law Examination	2014-01-10

S65 Uniform Investment Adviser Law Examination

2025-07-28
S63 Uniform Securities Agent State Law Examination

2014-01-10

View on SEC IAPD

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