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JI

Jason B. Ibarra

CBIZ INVESTMENT ADVISORY SERVICES
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 3231310
JI

Professional summary

Jason Benito Ibarra is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Atlanta, Georgia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 13 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

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.
1. WorkNow Force LLC; Not Investment-related; Smyrna GA, Association-domain only, not active; employment placement; 0 hours during trading, 0 hours a month 2. Sabre CMG, LLC: Not investment-related; Smyrna GA, First association 8/2013; business networking; - 0 hours during trading, less than 5 hours per month; Founder

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Benito Ibarra'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

August 18, 2020 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 3625 Cumberland Blvd Se Suite 1100, Atlanta, GA 30339
RIA
CRD#: 286002
Atlanta, GA
Past

July 23, 2018 - August 12, 2020

USI ADVISORS

RIA
CRD#: 108113
Atlanta, GA
Past

July 20, 2018 - August 12, 2020

USI SECURITIES, INC.

BD
CRD#: 43793
Atlanta, GA
Past

May 30, 2013 - May 31, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Atlanta, GA
Past

May 14, 2013 - May 31, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Atlanta, GA
Past

November 7, 2011 - May 29, 2013

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

December 23, 2008 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
ATLANTA, GA
Past

July 3, 2008 - November 1, 2011

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
ATLANTA, GA
Past

May 4, 2007 - June 9, 2008

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
ATLANTA, GA
Past

April 25, 2007 - June 9, 2008

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 9, 2006 - January 11, 2007

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
ST. PETERSBURG, FL
Past

October 28, 2005 - February 28, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ALPHARETTA, GA
Past

October 25, 2005 - February 28, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ALPHARETTA, GA
Past

July 28, 2003 - September 27, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ATLANTA, GA
Past

July 28, 2003 - September 27, 2004

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

March 18, 2003 - August 6, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
ATLANTA, GA
Past

February 9, 2001 - August 6, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

December 23, 1999 - February 15, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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
Georgia
(9/17/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/29/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/23/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 1/8/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/22/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/16/2008
General Securities Principal 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
86

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts2,658
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.

Company Information

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CRD#: 286002Atlanta, GA 30339

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