KERRY JO ELY is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2020-01-16 | present | Yes |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2018-06-22 | 2021-12-31 | — |