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IJ

Ian M. Janecek

CBIZ INVESTMENT ADVISORY SERVICES
Memphis, TN 38137
Some features on this profile are disabled
CRD#: 3190911
IJ

Professional summary

Ian M Janecek is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Memphis, Tennessee.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ian has worked at 6 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Ian M Janecek'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®
None

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

October 3, 2013 - December 11, 2019

GAVION, LLC

RIA
CRD#: 167807
MEMPHIS, TN
Past

March 14, 2006 - September 19, 2013

CONSULTING SERVICES GROUP, LLC

RIA
CRD#: 107048
MEMPHIS, TN
Past

March 14, 2006 - December 17, 2010

ENERECAP PARTNERS, LLC

BD
CRD#: 26554
MEMPHIS, TN
Past

November 18, 2004 - January 5, 2006

IRC SECURITIES

BD
CRD#: 16049
NEW YORK, NY
Past

March 2, 2004 - October 7, 2004

ENERECAP PARTNERS, LLC

BD
CRD#: 26554
ATLANTA, GA
Past

August 25, 1999 - November 29, 1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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".
CI
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/1/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/24/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
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
93

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CBIZ IAS BROCHURE NO WRAP (3/20/2026)
THE CBIZ INR WRAP BROCHURE (3/17/2026)

Regulatory assets under management

Total Number of Accounts2,850
AUM (Assets Under Management)$ 12,762,169,497

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.

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD#: 286002Memphis, TN 38137

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