Jeffrey R. Todd

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

• 09/2013 → 03/2021
  H. Beck, Inc.
  Bethesda, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → 02/2026
  Lpl Financial Llc
  Fort Collins, CO
• 02/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2025-05-01 → 2026-02-13
  Lpl Financial Llc
  Fort Collins, CO
• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Fort Collins, CO
  Rockville, MD
• 2013-09-24 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Chicago, IL
  Fort Collins, CO
• 2009-01-29 → 2013-09-25
  Voya Financial Advisors, Inc.
  Chicago, IL
  Franklin, WI
• 2006-02-16 → 2009-01-02
  National Planning Corporation
  Newport Beach, CA
• 2002-10-11 → 2005-07-29
  Ubs Financial Services Inc.
  Mission Viejo, CA

Other Businesses

1. JT FINANCIAL ADVISORS, 2219 Silver Oaks Dr, Fort Collins CO 80526, United States, 12/2025, Owner, DBA Name, INV REL, 10 HR/MO - 8 HR/MO TRADING 2. JEFF TODD, 2219 Silver Oaks Dr, Fort Collins CO 80526, United States, 02/2026, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2002-10-10

Other Names

• Jeffrey Todd
• Jeff R. Toff
• Jeffrey R Todd