Jeffrey Howard Black

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1994 → Present
  The Legacy Group, Inc.
  Towson, MD
• 05/2007 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 05/2007 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 1998-04-28 → 2007-05-11
  Transamerica Financial Advisors, Llc
  Townson, MD
  Towson, MD

Other Businesses

1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2. THE LEGACY GROUP INC, 4 RESERVOIR CIRCLE STE 103, BALTIMORE, MD, 02/2019. PRESIDENT. CERTAIN CONSULTING SERVICES WILL BE PROVIDED TO NON-PROFITS UNDER THE NAME THE LEGACY GROUP BY CERTAIN EMPLOYEE(S). THIS CONSULTING WILL NOT INVOLVE FINANCIAL PLANNING OR INVESTMENTS. INV REL-0/WK-0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-10/TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-02
• S63 Uniform Securities Agent State Law Examination
  1990-01-29

Other Names

• Jeff Black