Jill Ann Haueter

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

• 11/2013 → 12/2022
  Cantella & Co., Inc.
  Boston, MA
• 12/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2013 → 06/2023
  Cantella & Co., Inc.
  Malden, MA

Previous Registrations

• 2013-11-29 → 2023-06-01
  Cantella & Co., Inc.
  Concord Township, OH
  Chagrin Falls, OH
  Malden, MA
  Malden, MA
• 2012-01-11 → 2013-12-03
  Raymond James Financial Services Advisors, Inc
  Willoughby, OH
• 2010-07-06 → 2011-12-31
  Raymond James Financial Services Advisors, Inc
  Medina, OH
• 2007-05-10 → 2010-06-02
  Edward Jones
  St Louis, MO
  Chardon, OH
  Middlefield, OH

Other Businesses

CANTELLA / 58 Morningside Dr, Chagrin Falls OH / 11/2022 / INSURANCE AGENT, DBA / INV REL / 4 HR/MO - 2 HR TRADING CIRA / 1776 Pleasant Plain Rd, Fairfield IA 52556 / 11/2022 / IAR AFFILIATION / INV REL / 160 HR/MO 120 HR TRADING BRIDLEPATH FINANCIAL / 58 Morningside Dr, Chagrin Falls OH / 06/2023 / Owner / Using Trade Name/DBA / INV REL / 175 HR/MO / 175 HR/MO Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-04-26