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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Forrest Barnes is an investment advisor representative who is currently employed by Cbiz Investment Advisory Services, LLC. Barnes has been in the industry since 1992. Barnes specializes in Portfolio Management for Individuals, Pension Consulting, Financial Planning, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Businesses and Educational Seminars.
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
04/01/2008 - 10/31/2013
FINANCIAL TELESIS INC (MEMPHIS TN)
TN
03/21/2007 - 04/08/2008
LPL FINANCIAL CORPORATION (MEMPHIS TN)
TN
06/28/2004 - 04/10/2007
PRIVATE CONSULTING GROUP, INC. (MEMPHIS TN)
MA
07/22/2002 - 06/22/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MS
05/18/2000 - 02/20/2002
BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
NM
07/21/1999 - 05/31/2000
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
TN
09/21/1998 - 03/05/1999
PORTFOLIO TRADING, LLC. (MEMPHIS TN)
WI
02/01/1996 - 06/29/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
11/27/1992 - 06/05/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/27/1992 - 06/05/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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