Jamey Knight Pugh

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

• 01/2012 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2012 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1.JAMEY PUGH, 15333 N Pima Rd, Ste. 305, Scottsdale AZ 85260, United States, 07/01/2012, Owner, Insurance/Benefits/Human Resources, NIR, 80 HR/MO - 80 HR/MO TRADING 2.JP ASSOCIATES LLC, 18962 N 92ND WAY, SCOTTSDALE, AZ, 2/27/2006 AS OWNER OF LLC FOR LIABILITY PURPOSES. NIR - 10 HR/YR - 0/TRADING. 3.JAMEY PUGH LLC, 18962 N 92ND WAY, SCOTTSDALE, AZ, 1/15/2018 AS OWNER OF LLC FOR TAX LIABILITY PURPOSES. NIR - 10/YR - 0/TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK -20/TRADING. 07/01/12. 5.ROHN FINANCIAL STRATEGIES, INC, 15333 N Pima Rd., Ste 305, Scottsdale AZ 85260, United States, 01/01/2023, President, Using a Trade Name/dba, NIR, 4 HR/MO - 4 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2012-06-11

Designations

• Certified Financial Planner

Other Names

• Jamey Ann Knight
• Jameyann Knight Pugh
• Jamey Ann Knight
• Jamey Ann Knight
• Jameyann Knight Pugh
• Jamey Pugh