Jacob Lund

Current Employers

Employment History

• 10/2014 → 08/2022
  Country Financial
  Mesa, AZ
• 08/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) BNI ^ Investment-Related: No ^ 14301 N 87th St, Ste 113, Scottsdale, AZ 85260 ^ Business Networking ^ Chapter President ^ 10/01/2019 ^ Time devoted to this entity during trading hours: 2 Hours per month ^ Time devoted to this entity after trading hours: 28 Hours per Month ^ Run the chapter meetings and keep the group organized; 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/07/2022 3) JACOB LUND FINANCIAL SERVICES LLC, 1090 S Gilbert Rd, Ste 218, Gilbert AZ 85296, 11/01/2022, Owner, Owner/Partner of a Business Entity, INV REL, 15 HR/MO - 2 HR/MO TRADING 4) JACOB LUND, 2381 E Everglade Ct, Chandler AZ 85249, 02/23/2026, Coach, Volunteer, NIR, 20 HR/MO - 0 HR/MO TRADING 5) JACOB LUND FINANCIAL SERVICES, LLC, 1090 S Gilbert Rd, Ste 218, Gilbert AZ 85296, 08/2022, Owner, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 15 HR/MO TRADING 6) BLUE DOT WEALTH MANAGEMENT, 1090 S Gilbert Rd, Ste 218, Gilbert AZ 85296, 08/2022, Investment Advisor Representative, Securities investing and financial planning (DBA), INV REL, 200 HR/MO, 180 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2014-06-24

Other Names

• Jake Lund
• Jacob Egges Lund