Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian L. Jones is a Registered Investment Advisor Representative with Cbiz Investment Advisory Services, LLC. Brian has been in the financial services industry for over 28 years, with experience providing investment advice to individuals, high net worth individuals, corporations, churches, schools, and other organizations. Brian holds both a Series 7 and Series 63 license. Brian is currently registered with the state of Tennessee. Prior to joining Cbiz Investment Advisory Services, LLC, Brian was employed with COMMERCE SQUARE TRADING, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance reporting, fiduciary services and admnistrative support services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
OH
07/31/2019 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
TN
07/08/1991 - 12/17/2010
COMMERCE SQUARE TRADING, LLC (MEMPHIS TN)
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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