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Jonathan J Squire

Cbiz Investment Advisory Services, LLC

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 2018-12-20
  • OH RA
    APPROVED
    Since 2018-12-20

Branch Locations

5959 Rockside Woods Blvd N Suite 600, 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
Sequoia Financial Akron OH 12/2013 12/2018
Valmark Securities, Inc. Akron OH 12/2013 12/2018
Cbiz Investment Advisory Services Cleveland OH 12/2018 Present
  • 12/2013 → 12/2018
    Sequoia Financial
    Akron, OH
  • 12/2013 → 12/2018
    Valmark Securities, Inc.
    Akron, OH
  • 12/2018 → Present
    Cbiz Investment Advisory Services
    Cleveland, OH
Previous Registrations

View on SEC IAPD

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