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Jacob Charles Adamczyk

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Cleveland, OH

CRD 6285381

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-07
  • OH RA
    APPROVED
    Since 2022-01-07

Branch Locations

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

6801 Brecksville Rd Door N, 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
Aurum Wealth Management Group Llc Mayfield Village OH 06/2011 07/2020
Raymond James Financial Services Cleveland OH 09/2021 12/2021
Raymond James Financial Services Advisors Cleveland OH 09/2021 12/2021
Unemployed Twinsburg OH 07/2020 08/2021
Onpoint Wealth Partners Cleveland OH 09/2021 12/2021
Cbiz Investment Advisory Services Cleveland OH 12/2021 Present
  • 06/2011 → 07/2020
    Aurum Wealth Management Group Llc
    Mayfield Village, OH
  • 09/2021 → 12/2021
    Raymond James Financial Services
    Cleveland, OH
  • 09/2021 → 12/2021
    Raymond James Financial Services Advisors
    Cleveland, OH
  • 07/2020 → 08/2021
    Unemployed
    Twinsburg, OH
  • 09/2021 → 12/2021
    Onpoint Wealth Partners
    Cleveland, OH
  • 12/2021 → Present
    Cbiz Investment Advisory Services
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-24
  • S65 Uniform Investment Adviser Law Examination
    2014-03-24

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

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