Julian Simmerman
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, LLCJun 2026 to now
- CbizMar 2026 to now
- Mutual of America Life Insurance CompanyAug 2022 to Mar 2026
- Mutual of America Securities LLCAug 2022 to Mar 2026
- Cetera Investment Advisers LLCDec 2021 to Jul 2022
- Cetera Investment Services LLCDec 2021 to Jul 2022
- Regions BankDec 2021 to Jul 2022
- J.P. Morgan Securities LLCDec 2020 to Sep 2021
- JPMorgan Chase Bank, N.A.Nov 2020 to Sep 2021
- Raymond James & Associates IncJan 2020 to Nov 2020
- Target CorpAug 2019 to Sep 2019
- Lake City BankMay 2019 to Aug 2019
- KeybankMay 2018 to Aug 2018
- Barden CirculationMay 2017 to Aug 2017
- JoyrunMar 2017 to Apr 2018
- Ball State UniversityAug 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7217670
- Firm CRD
- 286002