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RIA / WealthAdvisor26 years in industry

JASON BENITO IBARRA

Advisor at CBIZ INVESTMENT ADVISORY SERVICES, LLC

Atlanta, GA | CLEVELAND, OH

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Search this name across graphsid dfx:ria:8ea333ac-3828-12f1-8e98-eb94f2e90b5d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CBIZ INVESTMENT ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 23, 2000
First registration: Mar 18, 2003
Dual registered: no
IAPD individual key: 3231310

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CBIZ INVESTMENT ADVISORY SERVICES, LLC	Institutional manager	Sep 17, 2020	n/a	yes	Atlanta, GA\|CLEVELAND, OH	Current employment
USI ADVISORS	Institutional manager	Jul 23, 2018	Aug 12, 2020	no	Glastonbury, CT\|GLASTONBURY, CT\|Atlanta, GA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	May 30, 2013	May 31, 2018	no	MINNEAPOLIS, MN\|Atlanta, GA	Previous registration
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Asset manager	Dec 23, 2008	Dec 31, 2010	no	ATLANTA, GA\|BOSTON, MA	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	May 4, 2007	Jun 9, 2008	no	ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 25, 2005	Feb 28, 2006	no	ALPHARETTA, GA\|ALPHARETTA, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 28, 2003	Sep 27, 2004	no	ATLANTA, GA	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Mar 18, 2003	Aug 6, 2003	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USI ADVISORS	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Aug 12, 2020	Sep 17, 2020	36	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	USI ADVISORS	May 31, 2018	Jul 23, 2018	53	Firm change	Other
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Dec 31, 2010	May 30, 2013	881	Firm change after gap	Other
FSC SECURITIES CORPORATION	JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Jun 9, 2008	Dec 23, 2008	197	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FSC SECURITIES CORPORATION	Feb 28, 2006	May 4, 2007	430	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 27, 2004	Oct 25, 2005	393	Firm change	Other
A. G. EDWARDS & SONS, INC.	CITIGROUP GLOBAL MARKETS INC.	Aug 6, 2003	Jul 28, 2003	-9	Firm change	Other

Relationships

Registered with (8)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 17, 2020 to presentfactForm ADV
→ USI ADVISORSRegistered adviserregistration: previous registration
Jul 23, 2018 to Aug 12, 2020factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 30, 2013 to May 31, 2018factForm ADV
→ JOHN HANCOCK INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 23, 2008 to Dec 31, 2010factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 4, 2007 to Jun 9, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 25, 2005 to Feb 28, 2006factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 28, 2003 to Sep 27, 2004factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Mar 18, 2003 to Aug 6, 2003factForm ADV

Dated events

No dated event names this entity yet.