Jacob Charles Adamczyk
Investment adviser representative at Cbiz Investment Advisory Services, LLC
10 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
10 years in the industry.
- Cbiz Investment Advisory Services, LLCDec 2021 to now
- Onpoint Wealth PartnersSep 2021 to Dec 2021
- Raymond James Financial ServicesSep 2021 to Dec 2021
- Raymond James Financial Services AdvisorsSep 2021 to Dec 2021
- UnemployedJul 2020 to Aug 2021
- Aurum Wealth Management Group LLCJun 2011 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
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
- 6285381
- Firm CRD
- 286002