Jason Benito Ibarra

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

• 05/2013 → 05/2018
  Ameriprise Financial Services, Inc.
  Atlanta, GA
• 06/2018 → 08/2020
  Usi Securities, Inc.
  Glastonbury, CT
• 07/2018 → 08/2020
  Usi Advisors, Inc.
  Glastonbury, CT
• 05/2018 → 08/2020
  Usi Consulting Group, Inc.
  Glastonbury, CT
• 08/2020 → Present
  Cbiz
  Cleveland, OH

Previous Registrations

• 2018-07-23 → 2020-08-12
  Usi Advisors
  Glastonbury, CT
  Glastonbury, CT
  Atlanta, GA
• 2013-05-30 → 2018-05-31
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Atlanta, GA
• 2008-12-23 → 2010-12-31
  John Hancock Investment Management Llc
  Atlanta, GA
  Boston, MA
• 2007-05-04 → 2008-06-09
  Fsc Securities Corporation
  Atlanta, GA
• 2005-10-25 → 2006-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
  Alpharetta, GA
• 2003-07-28 → 2004-09-27
  Citigroup Global Markets Inc.
  Atlanta, GA
• 2003-03-18 → 2003-08-06
  A. G. Edwards & Sons, Inc.
  Atlanta, GA

Other Businesses

1. WorkNow Force LLC; Not Investment-related; Smyrna GA, Association-domain only, not active; employment placement; 0 hours during trading, 0 hours a month 2. Sabre CMG, LLC: Not investment-related; Smyrna GA, First association 8/2013; business networking; - 0 hours during trading, less than 5 hours per month; Founder

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-29
• S63 Uniform Securities Agent State Law Examination
  2000-08-23