Jason Ibarra (CRD# 3231310) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz | Cleveland, OH | Aug 2020 - Current | 3 |
| Usi Advisors, Inc. | Glastonbury, CT | Jul 2018 - Aug 2020 | 2 |
| Usi Securities, Inc. | Glastonbury, CT | Jun 2018 - Aug 2020 | 2 |
| Usi Consulting Group, Inc. | Glastonbury, CT | May 2018 - Aug 2020 | 2 |
| Ameriprise Financial Services, Inc. | Atlanta, GA | May 2013 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- GA
-
Total Assets Under Management8,859MILLIONS
-
Total Number of Accounts2,257ACCOUNTS
-
Average Account Value$3,925,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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