Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Charles Adamczyk is a registered Investment Advisor Representative with CBIZ Investment Advisory Services, LLC. Jacob is also a registered representative with the firm. Jacob has experience in the financial services industry since June 2011. Previous experience includes Raymond James Financial Services, Inc., AURUM WEALTH MANAGEMENT GROUP LLC, OnPoint Wealth Partners and CBIZ Investment Advisory Services. Jacob holds the Series 65, Series 7TO, and SIE exams.
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
01/07/2022 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
10/02/2021 - 12/23/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Cleveland OH)
IA
Issued 03/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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