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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Benito Ibarra is an investment advisor representative registered in Georgia. Jason has been in the securities industry for over 22 years and has experience with Ameriprise Financial Services, Inc., USI Securities, Inc., and Cbiz Investment Advisory Services, LLC. Jason's current firm, Cbiz Investment Advisory Services, LLC, offers a variety of services to clients, including financial planning, portfolio management, pension consulting, and educational seminars. Jason is also affiliated with WorkNow Force LLC and Sabre CMG, 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
GA
09/17/2020 - Present
Cbiz Investment Advisory Services, LLC (Atlanta GA)
GA
07/20/2018 - 08/12/2020
USI SECURITIES, INC. (Atlanta GA)
GA
05/14/2013 - 05/31/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Atlanta GA)
NJ
11/07/2011 - 05/29/2013
ADP BROKER-DEALER, INC. (ROSELAND NJ)
GA
07/03/2008 - 11/01/2011
JOHN HANCOCK DISTRIBUTORS LLC (ATLANTA GA)
GA
04/25/2007 - 06/09/2008
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
11/09/2006 - 01/11/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
GA
10/28/2005 - 02/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
NY
07/28/2003 - 09/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
02/09/2001 - 08/06/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
12/23/1999 - 02/15/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 05/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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