Jonathan J Squire
Investment adviser representative at Cbiz Investment Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$12.8BFirm assets
9 yearsFirm in business
Are you Jonathan J Squire? Claim your profile
Contact this firm
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
13 years in the industry.
- Cbiz Investment Advisory Services, LLCDec 2018 to now
- Sequoia FinancialDec 2013 to Dec 2018
- Valmark Securities, Inc.Dec 2013 to Dec 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6284679
- Firm CRD
- 286002