Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan J. Squire is an Investment Adviser Representative with Cbiz Investment Advisory Services, LLC. Jonathan has been in the industry since December 2013 and is registered with the state of Ohio. Previously, Jonathan was employed with Valmark Securities, Inc. in Akron, Ohio. Jonathan has passed the Series 7 and the SIE examinations. Jonathan's areas of expertise include portfolio management for individuals and businesses, financial planning and educational seminars. The firm specializes in providing investment advisory services to individuals, businesses, corporations, trusts, retirement plans, and state and municipal government entities. Cbiz Investment Advisory Services, LLC has a total of 867 clients.
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
12/20/2018 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
OH
02/13/2015 - 12/15/2015
VALMARK SECURITIES, INC. (AKRON OH)
BC
Issued 12/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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