Jared L. Lapham
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jared Lee Lapham was a registered financial professional .
Jared is a previously registered financial professional and started their career in finance in 2014. Jared had worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 9, 2025 - December 2, 2025
CBIZ INVESTMENT ADVISORY SERVICES, LLC
July 18, 2022 - April 5, 2024
LINCOLN FINANCIAL DISTRIBUTORS, INC.
January 15, 2015 - February 4, 2022
PRINCIPAL SECURITIES, INC.
November 12, 2014 - February 4, 2022
PRINCIPAL SECURITIES, 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
Exams
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 | 2,658 |
| AUM (Assets Under Management) | $ 10,491,932,749 |
Red Flags
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