Robert James Edwards

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

• 05/1995 → 06/2024
  Principal Life Insurance Company
  Des Moines, IA
• 12/2009 → 10/2018
  Princor Financial Services Corp/Principal Securities Inc Bd1137
  Des Moines, IA
• 07/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-12-10 → 2018-11-01
  Principal Securities, Inc.
  Des Moines, IA
• 2005-02-08 → 2009-12-31
  Principal Securities, Inc.
  Des Moines, IA
  Des Moines, IA

Other Businesses

1) FINANCIAL INTEGRATORS, 4140 Grand Ave, Des Moines IA 50266, 01/2025, W2 EMPLOYEE, DBA NAME, INV REL, 180 HR/MO - 140 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2025-12-15

Other Names

• Rob James Edwards