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Julian Simmerman

CBIZ INVESTMENT ADVISORY SERVICES
Indianapolis, IN 46060
Some features on this profile are disabled
CRD#: 7217670
JS
Julian SimmermanCBIZ INVESTMENT ADVISORY SERVICES

Professional summary

Julian Simmerman, who also goes by Julian Cornell Simmerman, Julian Simmerman, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Indianapolis, Indiana.

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Julian has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Julian Cornell Simmerman | Julian Simmerman

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 Julian Simmerman'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

June 30, 2026 - Present

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Office #1: 800 East 96th Street Suite 200, Indianapolis, IN 46060
RIA
CRD#: 286002
Indianapolis, IN
Past

August 29, 2022 - March 13, 2026

MUTUAL OF AMERICA SECURITIES LLC

BD
CRD#: 27878
INDIANAPOLIS, IN
Past

December 21, 2021 - July 12, 2022

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
INDIANAPOLIS, IN
Past

December 21, 2021 - July 12, 2022

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
INDIANAPOLIS, IN
Past

February 4, 2021 - October 4, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NOBLESVILLE, IN
Past

February 4, 2021 - October 4, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NOBLESVILLE, IN
Past

July 2, 2020 - December 8, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Carmel, IN
Past

February 5, 2020 - December 8, 2020

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Carmel, IN

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
Indiana
(6/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/27/2020
Securities Industry Essentials 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#: 286002Indianapolis, IN 46060

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