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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-02
CO RA APPROVED 2012-08-08
  • TX RA
    APPROVED
    Since 2018-01-02
  • CO RA
    APPROVED
    Since 2012-08-08

Branch Locations

372 Ridges Blvd., Grand Junction, CO 81507 • 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
Legacy Wealth Management - The Funderburk Group Grand Junction CO 03/2012 Present
Cambridge Investment Research, Inc Fairfield IA 03/2012 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2012 Present
  • 03/2012 → Present
    Legacy Wealth Management - The Funderburk Group
    Grand Junction, CO
  • 03/2012 → Present
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 08/2012 → Present
    Fairfield, IA
Other Businesses

1) INDEPENDENT INSURANCE AGENT, 372, RIDGES BLVD, GRAND JUNCTION, CO, 12/2013 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/MO - 5/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 8/2012 AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 30/TRADING. 3) GJCFPS, 372 RIDGES BLVD, GRAND JUNCTION, CO, 12/2014. FINANCIAL PLANNING AND ADVICE. INV REL-40/WK-40/TRADING. 4) ST. MARY'S MEDICAL CENTER FOUNDATION, 2635 N 7th Street, First Floor, Grand Junction CO 81502, 01/2022, BOARD MEMBER, CHARITABLE ORGANIZATION, NIR, 4 HR/MONTH 4 HR/MONTH TRADING 5) LEGACY WEALTH MANAGEMENT, 372 Ridges Blvd, Grand Junction CO 81507, United States, 08/28/2024, IAR, DBA Name, INV REL, 160 HR/MONTH 130 HR/MONTH TRADING 6) J.M. BURK FINANCIAL, 372 Ridges Bvld, Grand Junction CO 81507, United States, 08/28/2024, Owner, Owner/Partner of a Business Entity, NIR, 160 HR/MONTH 130 HR/MONTH TRADING 7) JDBURK PROPERTIES, 372 Ridges Blvd., Grand Junction, CO 81507, United States, START DATE 10/2025, Member, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-07
  • S66 Uniform Combined State Law Examination
    2012-08-07
Designations
Other Names
  • Jeff Funderburk

View on SEC IAPD

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