James Patrick Winchester

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

• 03/1998 → Present
  Benmark, Inc.
  Atlanta, GA
• 11/2000 → Present
  Cbiz Financial Solutions, Inc.
  Atlanta, GA

Previous Registrations

• 2010-06-02 → 2011-05-26
  Cbiz Wealth Management, Llc
  Cleveland, OH
• 2003-04-08 → 2005-04-01
  National Planning Corporation
  Atlanta, GA

Other Businesses

CBIZ BENEFITS & INSURANCE SERVICES, INC. - NOT INVESTMENT-RELATED - PRODUCER - APPROX. 10 HOURS PER WEEK OR LESS DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-11
• S63 Uniform Securities Agent State Law Examination
  1999-02-17

Other Names

• Pat Winchester
• James Winchester
• James Patrick (Sr) Winchester