Jeffrey Lynn Bradshaw

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

• 03/2011 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2011 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-02-26 → 2011-02-11
  Qa3 Financial Llc
  Fresno, CA
  Clovis, CA
• 2003-05-01 → 2009-11-05
  Qa3 Financial Llc
  Clovis, CA
  Fresno, CA
• 2001-04-30 → 2003-04-30
  Smart Investments Advisory Incorporated
  Fresno, CA

Other Businesses

1) REAL ESTATE AGENT, 43 W. BOHEMIA LANE CLOVIS, CA, SINCE 06/2011. NIR - DEVOTES 12 HR/MO - 0/TRADING. 2) Sierra Pacific Financial Services, INC, 43 W Bohemia Lane, Clovis, CA 93619. 1/24/2014. INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. Not investment related, 12/weekly, 1/trading. 3) TEN TALENTS FOUNDATION / 7726 N. First Street, Ste #376, Fresno CA / 12/01/2022 / Board Member / NIR / 4 hr/mo / 0 hr trading

Exams

• S66 Uniform Combined State Law Examination
  2000-02-18

Other Names

• Jeffrey L. Bradshaw