Jennifer Lynn Tripp
Investment adviser representative at Cbiz Investment Advisory Services, LLC
25 yearsExperience
1 stateRegistered in
$12.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Cbiz Investment Advisory Services, LLCMar 2020 to now
- Cbiz Financial Solutions, Inc.Feb 2005 to now
- Cbiz Benefits & Insurance Services, Inc.Jun 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cbiz Investment Advisory Services, LLC
$12.8BAssets managed
2,850Clients
91Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4489691
- Firm CRD
- 286002