Jeff Barnes, CFP, AIFA ® | CBIZ, Inc.


Jeff Barnes, CFP, AIFA ®

Senior DC Investment Consultant

Phone: 901.761.8080
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Jeff is a senior consultant for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. He specializes in continuing education program instruction for Certified Public Accountants, attorneys and defined contribution plan sponsors.

Jeff has been featured in several regional publications including the Memphis Business Journal and the Mississippi Lawyer Journal.


  • M.B.A., University of Mississippi
  • B.A., Managerial Finance, University of Mississippi

Professional Designations

  • Certified Financial Planner (CFP)
  • Accredited Investment Fiduciary Analyst® (AIFA®)

Community Involvement

Jeff serves as a board member of the Soulsville Charter School in Memphis, Tennessee and is a member of the Rotary Club of Memphis East where he teaches Junior Achievement.


  • CBIZ RPS and CBIZ IAS have been named a PLANADVISER Top 100 Retirement Plan.

Associated Offices

Memphis - CBIZ RPS - Memphis 6000 Poplar
Suite 325
MemphisTN  38119