Jamie
Rizer

Ci Private Wealth

CRD#6761923
Investment Advisor
in Columbus, OH

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About this Advisor

Jamie Rizer is a certified financial planner working out of Columbus, Ohio with 1 year of relevant experience. Rizer is an employee of Ci Private Wealth. Over the course of their career, Rizer has held roles at Budros, Ruhlin & Roe, Inc, Brr Opco, LLC and Ci Budros, Ruhlin & Roe Private Wealth. Rizer is registered to operate in Ohio and Texas. Ci Private Wealth is a financial advisory business headquartered in Miami, FL. The company has offices in 28 locations and a total of 825 people on staff. It oversees $95 billion in total assets across its 79,738 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 504 charitable organizations. Of its 79,738 accounts, 51% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Ci Private Wealth may include any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1801 Watermark Drive Suite 300
Columbus, OH 43215

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Ci Private Wealth Brokerage Details

Total Assets Under Management

$94,617,046,882

OH Average: $1,855,561,029
Total Number of Employees

825

OH Average: 62
Total Number of Accounts

79,738

OH Average: 2,474
Average Account Size

$1,186,599

OH Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jamie Rizer Work History

Jamie has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ci Budros, Ruhlin & Roe Private Wealth

2021 - Present (3 years)

Brr Opco, LLC

2019 - 2021 (2 years)

Budros, Ruhlin & Roe, Inc

2017 - 2019 (2 years)

Budros, Ruhlin & Roe, Inc

2016 - 2017 (1 year)

Budros, Ruhlin & Roe, Inc

2011 - 2016 (5 years)

Budros, Ruhlin & Roe, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jamie Rizer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ci Private Wealth

Jonathan Baker
Itasca, IL
Timothy Wheelwright
San Diego, CA
Matthew Holden
Morristown, NJ
Nicholas Cosky
Itasca, IL
Paul Platkin
New York, NY
Bryan Blades
Wayne, PA
Anthony Dinverno
Itasca, IL
Jessica Boghetich
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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