Jeremy A Pearce

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

• 10/2006 → Present
  Self-Employed
  Washington, DC
• 05/2015 → Present
  Cambridge Investment Research, Inc.
  Fairfield, ID
• 05/2015 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-01-11 → 2015-05-28
  Financial West Group
  Westminster, MD
  Washington, DC
  Oakland, CA
• 2010-03-16 → 2010-12-09
  Wells Fargo Clearing Services, Llc
  Washington, DC

Other Businesses

1)INITIATIVES OF CHANGE - USA, 2201 W BROAD ST, STE 200, RICHMOND, VA, SINCE 2/2013 AS BOARD MEMBER. NIR - DEVOTES 1 HR/WK - NONE DURING TRADING. 2)CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 38/WEEK 38/TRADE. SEE EMPLOYMENT HISTORY FOR START DATE. 3)SOCCER REFEREE, 207 R ST, NW #1, WASHINGTON, DC, SINCE 9/2006. NIR - DEVOTES 20 HR/WK - NONE DURING TRADING. 4)CAPITALSRI, Los Angeles CA 90041, 11/2023, Founder, Using a Trade Name/dba, INV REL, 160 HR/MO - 120 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-20

Other Names

• Jeremy A Pearce
• Jeremy A Pearce