Jeffrey F. Barnes

CBIZ INVESTMENT ADVISORY SERVICES

Memphis, TN 38137

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CRD#: 2296399

Professional summary

Jeffrey Forrest Barnes, CFP®, who also goes by Jeff Barnes, Jeffrey F Barnes, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Memphis, Tennessee.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jeffrey has worked at 13 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Barnes | Jeffrey F Barnes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Forrest Barnes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

July 31, 2019 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 5100 Poplar 30th Floor, Memphis, TN 38137

RIA

CRD#: 286002

Memphis, TN

Past

September 16, 2015 - December 11, 2019

GAVION, LLC

RIA

CRD#: 167807

MEMPHIS, TN

Past

November 6, 2013 - October 1, 2015

LEGACY WEALTH MANAGEMENT INC

RIA

CRD#: 108619

MEMPHIS, TN

Past

April 2, 2008 - October 31, 2013

FINANCIAL TELESIS INC

RIA

CRD#: 31012

MEMPHIS, TN

Past

April 1, 2008 - October 31, 2013

FINANCIAL TELESIS INC

CRD#: 31012

MEMPHIS, TN

Past

March 21, 2007 - April 8, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

MEMPHIS, TN

Past

March 21, 2007 - April 8, 2008

LPL FINANCIAL LLC

CRD#: 6413

MEMPHIS, TN

Past

July 21, 2004 - April 10, 2007

PRIVATE CONSULTING GROUP, INC.

RIA

CRD#: 45053

MEMPHIS, TN

Past

June 28, 2004 - April 10, 2007

PRIVATE CONSULTING GROUP, INC.

CRD#: 45053

MEMPHIS, TN

Past

July 22, 2002 - June 22, 2004

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

May 18, 2000 - February 20, 2002

BANCORPSOUTH INVESTMENT SERVICES, INC.

CRD#: 46259

JACKSON, MS

Past

July 21, 1999 - May 31, 2000

TALBOT FINANCIAL SERVICES, INC.

CRD#: 46345

ALBUQUERQUE, NM

Past

September 21, 1998 - March 5, 1999

PORTFOLIO TRADING, LLC.

CRD#: 37666

MEMPHIS, TN

Past

February 1, 1996 - June 29, 1998

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

November 27, 1992 - June 5, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

November 27, 1992 - June 5, 1995

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(7/31/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/11/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/23/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC | THE INR TEAM OF CBIZ IAS | CBIZ RETIREMENT PLAN SERVICES

CRD#: 286002 / SEC#: 801-108996

RIA

Registered Investment Advisory firm - (2/8/2017 Approved)

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Contact information

Main Address

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131

Mailing Address

Phone number

(216) 447-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/27/2025)

THE CBIZ INR WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,658
AUM (Assets Under Management)	$ 10,491,932,749

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey F. Barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Forrest Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

GAVION, LLC

LEGACY WEALTH MANAGEMENT INC

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRIVATE CONSULTING GROUP, INC.

PRIVATE CONSULTING GROUP, INC.

MML INVESTORS SERVICES, LLC

BANCORPSOUTH INVESTMENT SERVICES, INC.

TALBOT FINANCIAL SERVICES, INC.

PORTFOLIO TRADING, LLC.

INVEST FINANCIAL CORPORATION

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

CBIZ INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2007

Series 63

Date: 12/7/1992

Series 6

Date: 11/23/1992

Current Firm

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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