Michael
Dejohn

Cedar Brook Group

CRD#1772400
Investment Advisor
in Cleveland, OH

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About this Advisor

Michael Dejohn is a financial advisor based in Cleveland, Ohio, working with Cedar Brook Group. Michael has previously held positions at Dejohn Consulting Group, Securities America, Inc, Securities America Advisors, Inc, Cedar Brook Financial Partners, LLC/Dba Cedar Brook Group, and Cadaret Grant & Co., Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Cedar Brook Group, which operates out of Cleveland, Ohio. The firm has 2 offices and 42 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cedar Brook Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5885 Landerbrook Drive Suite 200
Cleveland, OH 44124

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Cedar Brook Group Brokerage Details

Total Assets Under Management

$1,718,674,220

OH Average: $2,106,341,625
Total Number of Employees

42

OH Average: 34
Total Number of Accounts

4,265

OH Average: 1,972
Average Account Size

$402,972

OH Average: $1,068,125

Investment Advisory Services

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

Michael Dejohn Work History

2021 - Present (3 years)

Cadaret Grant & Co., Inc

2018 - Present (6 years)

Cedar Brook Financial Partners, LLC/Dba Cedar Brook Group

2008 - Present (16 years)

Dejohn Consulting Group

2013 - 2021 (8 years)

Securities America, Inc

2013 - 2019 (6 years)

Securities America Advisors, Inc

Disclosures

Please visit the SEC profile of Michael Dejohn 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 Cedar Brook Group

Mordechai Khaimov
Cleveland, OH
Brian Morton
Cleveland, OH
Adam Meidenbauer
Cleveland, OH
Michael Dejohn
Cleveland, OH
William Hawke
Cleveland, OH
Wayne Salsbury
Cleveland, OH
William Glubiak
Cleveland, OH
John Mannen
Cleveland, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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