John R. Smyth
Professional summary
John Raymond Smyth JR, CFP®, who also goes by John Raymond Jr Smyth, is a registered financial advisor currently at CBIZ FINANCIAL SOLUTIONS, INC. located in Cumberland, Maryland and CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Cumberland, Maryland.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. John has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Services Offered
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Raymond Smyth JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
December 11, 2006 - Present
CBIZ FINANCIAL SOLUTIONS, INC.
Office #1: 50 Baltimore Street 4th Floor, Cumberland, MD 21502August 14, 2017 - Present
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Office #1: 50 Baltimore Street 4th Floor, Cumberland, MD 21502November 21, 2001 - Present
CBIZ FINANCIAL SOLUTIONS, INC.
Office #1: 50 Baltimore Street 4th Floor, Cumberland, MD 21502July 11, 2000 - December 18, 2001
AVANTAX INVESTMENT SERVICES, INC.
September 20, 1988 - July 5, 2000
AVANTAX INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002 / SEC#: 801-108996
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/10/2016)
(8/20/2009)
(4/9/2026)
(11/21/2001)
(3/10/2009)
(11/21/2001)
(11/21/2001)
(10/28/2002)
(11/21/2001)
(11/21/2001)
(12/11/2006)
(10/30/2007)
(7/20/2017)
(12/3/2024)
(7/8/2021)
(11/21/2001)
(1/5/2010)
(10/28/2004)
(1/13/2003)
(11/21/2001)
(7/21/2020)
(1/3/2007)
(11/21/2001)
(1/3/2007)
Exams
FINRA
Current Firm
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002 / SEC#: 801-108996
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,850 |
| AUM (Assets Under Management) | $ 12,762,169,497 |
Red Flags
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Company Information
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002Cumberland, MD 21502TRUST BUT VERIFY
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