Jason Russell Kelley

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:

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-05-18

NY RA
APPROVED

Since 2021-05-18

Branch Locations

Churchville, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Allstate Insurance Co	Rochester	NY	03/2010	Present
Cambridge Investment Research Inc.	Fairfield	IA	02/2014	Present
Cambridge Investment Research Advisors Inc.	Fairfield	IA	02/2014	Present

03/2010 → Present

Allstate Insurance Co

Rochester, NY
02/2014 → Present

Cambridge Investment Research Inc.

Fairfield, IA
02/2014 → Present

Cambridge Investment Research Advisors Inc.

Fairfield, IA

Other Businesses

1) VALIANT CAPITAL MANAGEMENT - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-11-04

S66 Uniform Combined State Law Examination

2003-11-04

Other Names

Jason Russell Kelley
Jason Russell Kelley

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