Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-29
TX RA APPROVED 2023-06-29
  • FL RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED
    Since 2023-06-29

Branch Locations

1353 N Courtenay Pkwy. Ste. N, Merritt Island, FL 32953 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chesser Financial Champaign IL 01/2009 09/2019
Ohio National Financial Services Cincinnati OH 10/2010 09/2019
The On Equity Sales Company Cincinnati OH 04/2011 09/2019
Cambridge Investment Research, Inc. Fairfield IA 09/2019 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2023 Present
  • 01/2009 → 09/2019
    Chesser Financial
    Champaign, IL
  • 10/2010 → 09/2019
    Ohio National Financial Services
    Cincinnati, OH
  • 04/2011 → 09/2019
    The On Equity Sales Company
    Cincinnati, OH
  • 09/2019 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2023 → Present
    Fairfield, IA
Other Businesses

1. FAGAN FINANCIAL GROUP, 1353 N. Courtenay Pkwy. Suite N, Merritt Island FL 32953, United States, 01/01/2010, President, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. CASH FLOW ARCHITECTS, 1650 MURFREEBORO RD, STE 240, FRANKLIN, TN, 07/02/2021, NIR, 32 HR/MO- 32/TRADING HR. Working with insurance only agents to provide securities solutions to their clients. No compensation is trading hands they just want complete solutions for their clients 3. JASON FAGAN, Merritt Island FL, 03/01/2022, Agriculture, NIR, 3 HR/MO 0 HR/MO Trading 4. JASON FAGAN / 353 N. Courtenay Pkwy., STE N, Merritt Island FL / 09/2022 / AGENT, EMPLOYEE RETENTION CREDIT SPECIALIST / NIR / 6 HR/MO 6 HR TRADING 5. JASON FAGAN, 845 E CRISAFULLI RD MERRITT ISLAND FL 32953, 05/2026, OWNER, TRAVEL/TRANSPORTATION SERVICES, NIR, 4 HR/MO - 4 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-05
S63 Uniform Securities Agent State Law Examination 2013-08-15
  • S65 Uniform Investment Adviser Law Examination
    2023-06-05
  • S63 Uniform Securities Agent State Law Examination
    2013-08-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Merritt Island, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor