Mark Joseph Jacobberger

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

• 10/1992 → Present
  Producers Financial Network
  Colorado Springs, CO
• 11/2013 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2013 → Present
  Cambridge Investment Research Advisors Inc
  Fairfield, IA

Previous Registrations

• 2004-08-25 → 2013-12-11
  Concourse Financial Group Securities, Inc.
  Colorado Springs, CO
  Pueblo, CO
• 2001-08-03 → 2004-08-12
  Transamerica Financial Advisors, Llc
  Colorado Springs, CO

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDPENDENT INSURANCE COMPANIES. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/14/2014 3) PRECISION WEALTH ADVISORS, LLC, 7035 Campus Drive, Suite 911, Colorado Springs CO 80920, 11/2010, Owner/Partner, President, NIR, 160 HR/MO - 30 HR/MO TRADING. 4) PRECISION WEALTH ADVISORS, LLC, 7035 Campus Drive, Suite 911, Colorado Springs CO 80920, United States, 11/08/2010, President, Marketing, NIR, 30 HR/MO - 30 HR/MO TRADING 5) PRODUCERS FINANCIAL NETWORK, LLC, 7035 Campus Dr Ste 911, Colorado Springs CO 80920, United States, 04/11/1983, Agent Recruiter, Insurance/Benefits/Human Resources, NIR, 20 HR/MO - 20 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2001-06-01

Other Names

• Jake Jacobberger