Paula Marie Lewis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Cbiz
  Uniontown, OH

Previous Registrations

• 2017-05-30 → 2021-12-31
  Cbiz Financial Solutions, Inc.
  Uniontown, OH
  Cleveland, OH

Other Businesses

J&O CORPORATION, FAMILY COMPANY - MINIMAL TIME/VARIOUS DUTIES ONLY WHEN NEEDED OUTSIDE OF TRADING HOURS. JUNKAWAY FRANCHISING, FAMILY COMPANY - MINIMAL TIME/VARIOUS DUTIES ONLY WHEN NEEDED OUTSIDE OF TRADING HOURS. Also, a portion of her time is dedicated to a role providing non-investment related services for the parent company, CBIZ Inc. and its affiliated entities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-28