DFX Intelligence

Data Factory

RIA / WealthAdvisor10 years in industry

JULIAN SIMMERMAN

Advisor at CBIZ INVESTMENT ADVISORY SERVICES, LLC

CLEVELAND, OH | Indianapolis, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f92b2256-3fc3-b9c2-2bbb-14f6b961b4de

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 2, 2020 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 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 1, 2020
First registration: Jul 2, 2020
Dual registered: no
Other names: Julian Simmerman|Julian Cornell Simmerman
IAPD individual key: 7217670

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	Jun 30, 2026	n/a	yes	Indianapolis, IN\|CLEVELAND, OH	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Dec 21, 2021	Jul 12, 2022	no	INDIANAPOLIS, IN	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 4, 2021	Oct 4, 2021	no	NOBLESVILLE, IN	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jul 2, 2020	Dec 8, 2020	no	Carmel, IN	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
CETERA INVESTMENT ADVISERS LLC	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Jul 12, 2022	Jun 30, 2026	1,449	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	CETERA INVESTMENT ADVISERS LLC	Oct 4, 2021	Dec 21, 2021	78	Firm change	Wirehouse to ibd
RAYMOND JAMES & ASSOCIATES, INC.	J.P. MORGAN SECURITIES LLC	Dec 8, 2020	Feb 4, 2021	58	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 30, 2026 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Dec 21, 2021 to Jul 12, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Feb 4, 2021 to Oct 4, 2021factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jul 2, 2020 to Dec 8, 2020factForm ADV

Dated events

Occurred
Jul 12, 2022
Advisor changed firm
Julian Simmerman left Cetera Investment Advisers Llc for Cbiz Investment Advisory Services, Llc (registered 2026-06-30)
Form ADVobserved 4 days ago