James C Docster

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

• 09/2000 → 07/2021
  Waddell & Reed, Inc.
  Jacksonville, FL
• 08/2000 → Present
  Various Insurance Carriers
  Jacksonville Beach, FL
• 01/2009 → 12/2020
  Small Business Resource Network
  Jacksonville, FL
• 06/2018 → Present
  Fpa Of Northeast Florida
  Tampa, FL
• 01/2003 → Present
  Jcld Financial Services Inc
  Jacksonville, FL
• 07/2020 → Present
  Knights Of Columbus
  Jacksonville Beach, FL
• 01/2021 → Present
  James Docster Rental Property
  Jacksonville Beach, FL
• 01/2021 → Present
  Small Business Resource Network
  Jacksonville, FL
• 07/2021 → 11/2021
  Lpl Financial Llc
  Jacksonville, FL
• 03/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2021-07-21 → 2021-11-23
  Lpl Financial Llc
  Odessa, FL
  Jacksonville, FL
• 2004-03-04 → 2021-07-21
  Waddell & Reed
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Tallahassee, FL
  Charleroi, PA

Other Businesses

1. JAMES DOCSTER, 7057 SNOWY CANYON DR, #110, JACKSONVILLE, FL, 01/2020, OWNER, REAL ESTATE, NIR, 1 HR/MO, 1 HR/MO TRADING. 2. JAXBP.ORG, 3832 BAYMEADOWS RD, SUITE 10 BOX 189, JACKSONVILLE, FL, 01/2022, Board Member, NETWORKING GROUP, NIR, 3 HR/MO, 3 HR/MO TRADING. 3. JCLD FINANCIAL SERVICES, 3615 PARADISE WAY, JACKSONVILLE BEACH, FL, 01/2004, OWNER, DBA, NIR, 1 HR/MO, 1 HR/MO TRADING. 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5. JAMES DOCSTER, 4600 TOUCHTON RD, SUITE 1150, JACKSONVILLE, FL, 08/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO, 5 HR/MO TRADING. 6. 2216 SHERMAN AVENUE LLC, 3615 PARADISE WAY, Jacksonville Beach FL 32250, 08/01/2024, Owner, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-14
• S63 Uniform Securities Agent State Law Examination
  2002-05-03

Other Names

• Jamie Docster
• James Craig Docster