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Justin S Newton

Cbiz Investment Advisory Services, LLC

Cleveland, OH

Independence, 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 2022-03-10
  • OH RA
    APPROVED
    Since 2022-03-10

Branch Locations

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

6801 Brecksville Rd, Independence, 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
Student University Heights OH 08/2017 05/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2018 11/2018
Northwestern Mutual Investment Services Llc Cleveland OH 06/2018 11/2018
Avi Foodsystems Warren OH 11/2016 06/2017
Rolcon Cinncinati OH 06/2017 02/2018
Student Gates Mills OH 09/2006 06/2017
Cbiz Independence OH 02/2021 Present
  • 08/2017 → 05/2021
    Student
    University Heights, OH
  • 04/2018 → 11/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2018 → 11/2018
    Northwestern Mutual Investment Services Llc
    Cleveland, OH
  • 11/2016 → 06/2017
    Avi Foodsystems
    Warren, OH
  • 06/2017 → 02/2018
    Rolcon
    Cinncinati, OH
  • 09/2006 → 06/2017
    Student
    Gates Mills, OH
  • 02/2021 → Present
    Cbiz
    Independence, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-04
  • S65 Uniform Investment Adviser Law Examination
    2022-03-04
Other Names
  • Justin S Newton

View on SEC IAPD

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MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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