Joshua
Jones
Cbiz Investment Advisory Services, LLC
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About this Advisor
Joshua Jones is a financial advisor based out of Independence, Ohio with 1 year of relevant experience. Jones currently works for Cbiz Investment Advisory Services, LLC. The advisor has gained experience at Charles Schwab & Co., Inc, Chmura Economics And Analytics, Anderson|Biro, John Carroll University, Jet'S Pizza, Melt Bar And Grilled, Mvp Valet, Orange High School and Cbiz. Jones holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Cbiz Investment Advisory Services, LLC is an advisory firm based out of Independence, OH. The company has offices in 16 locations and a total of 91 employees. It oversees $7 billion in assets under management between its 2,122 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 2,122 client accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Cbiz Investment Advisory Services, LLC performs a number of services, including 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, educational seminars and other services. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Cbiz Investment Advisory Services, LLC can consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cbiz Investment Advisory Services, LLC Brokerage Details
$6,453,176,238
91
2,122
$3,041,082
Investment Advisory 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
- Educational seminars/workshops
- Other
Joshua Jones Work History
Joshua has been registered as a financial advisor for 1 years.*
Cbiz
Charles Schwab & Co., Inc
Chmura Economics And Analytics
Anderson|Biro
Melt Bar And Grilled
Mvp Valet
John Carroll University
Jet'S Pizza
Orange High School
*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 Joshua Jones 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 Cbiz Investment Advisory Services, LLC
Independence, OH
Fairborn, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Denver, CO
Independence, OH
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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