Janet Kay Anderson

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

• 01/2009 → 04/2023
  Sagepoint Financial, Inc
  Portland, OR
• 04/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2005-11-08 → 2023-05-04
  Osaic Services, Inc.
  Portland, OR
  Vancouver, WA
  Phoenix, AZ
• 2001-04-04 → 2003-06-10
  Waddell & Reed
  Portland, OR

Other Businesses

1) JANET ANDERSON, 14 SE 74TH AVE, PORTLAND, OR, 04/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO, 2 HR/MO TRADING. 2) JANET ANDERSON, 14 SE 74TH AVE, PORTLAND, OR, 04/2023, OWNER, DBA, NIR, 5 HR/MO, 2 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 60 HR/MO TRADING. 04/26/2023

Exams

• S66 Uniform Combined State Law Examination
  2000-08-16