John Stuart Medaris

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

• 05/2016 → 08/2018
  Signator Investors, Inc.
  Indianapolis, IN
• 08/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2016-05-13 → 2018-08-20
  Signator Investors, Inc.
  Carmel, IN
  Indianapolis, IN
• 2000-09-01 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Carmel, IN
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

1.MEDARIS FINANCIAL MANAGEMENT, INC, 8435 KEYSTONE CROSSING, STE 160, INDIANAPOLIS, IN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 09/01/88, INV REL, PRESIDENT, 1 HR/WK- 1/TRADING HR. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 08/17/18.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-08-17

Designations

• Chartered Financial Consultant