Individual Firm
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JASON BENITO IBARRA
CRD#: 3231310
IA
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CBIZ INVESTMENT ADVISORY SERVICES, LLCCRD#: 286002 3625 Cumberland Blvd SE suite 1100
Atlanta, GA 30339
Atlanta, GA 30339
0
Disclosures
22
Years of Experience
View By:
State Registrations
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Georgia 9/17/2020
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Registered with this firm since 8/18/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/23/2018 - 08/12/2020 | Atlanta, GA | |
B | 07/20/2018 - 08/12/2020 | Atlanta, GA | |
IA | 05/30/2013 - 05/31/2018 | Atlanta, GA | |
B | 05/14/2013 - 05/31/2018 | Atlanta, GA | |
B | 11/07/2011 - 05/29/2013 | ROSELAND, NJ | |
B | 07/03/2008 - 11/01/2011 | ATLANTA, GA | |
IA | 12/23/2008 - 12/31/2010 | ATLANTA, GA | |
IA | 05/04/2007 - 06/09/2008 | ATLANTA, GA | |
B | 04/25/2007 - 06/09/2008 | ATLANTA, GA | |
B | 11/09/2006 - 01/11/2007 | ST. PETERSBURG, FL | |
IA | 10/25/2005 - 02/28/2006 | ALPHARETTA, GA | |
B | 10/28/2005 - 02/28/2006 | ALPHARETTA, GA | |
IA | 07/28/2003 - 09/27/2004 | ATLANTA, GA | |
B | 07/28/2003 - 09/27/2004 | NEW YORK, NY | |
IA | 03/18/2003 - 08/06/2003 | ATLANTA, GA | |
B | 02/09/2001 - 08/06/2003 | ST. LOUIS, MO | |
B | 12/23/1999 - 02/15/2001 | ST. LOUIS, MO |
ALPHARETTA, GA
10/28/2005 - 02/28/2006
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.