Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua E. Jones is a financial advisor with Cbiz Investment Advisory Services, LLC. Joshua has been a registered representative since 2021 and is currently registered with the state of Ohio as an Investment Advisor Representative. He has passed the Series 63, 65 and 7TO examinations and has been working in the financial services industry for over 2 years. Prior to his current role, Joshua worked at Charles Schwab & Co., Inc.
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
04/11/2022 - Present
Cbiz Investment Advisory Services, LLC (Independence OH)
OH
06/25/2021 - 02/08/2022
CHARLES SCHWAB & CO., INC. (Richfield OH)
IA
Issued 04/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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