James Ronnow Munn

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

• 06/2010 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2013 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Other Businesses

1) VALLEY UNITED INSURANCE AGENCY, 1108 W JENNY ST BAY CITY MI, 1/2008, INDEPENDENT INSURANCE AGENT WITH VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 30 HR/WK 30/TRADING 2) MUNN FARM, WEST BRANCH MI, 05/2014, SELLING EGGS, RETAIL, NIR, 8 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 6/2013, AS ADVISORY REP OF A RIA, INV REL, 40 HR/WK 40/TRADING 4) DBA FAMILY HERITAGE ADVISORS, 1108 W Jenny St, Bay City MI 48706, United States, 10/09/2019, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 5) MUNN RESIDENTIAL, 3337 W Clear Lake Rd, West Branch MI 48661, United States, 10/06/2025, Owner, Owner/Partner of a Business Entity, NIR, 8 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-10
• S63 Uniform Securities Agent State Law Examination
  2000-06-12