Vanessa Anne Colburn

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

• 08/2012 → 03/2026
  Edward Jones
  Lake Wales, FL
• 03/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2012-10-02 → 2026-03-18
  Edward Jones
  St Louis, MO
  Lake Wales, FL
  Lake Wales, FL
  Lake Wales, FL

Other Businesses

1. EVERTREE FINANCIAL LLC DBA EVERTREE FINANCIAL, 411 Center St, Lake Wales FL 33853, United States, 03/17/2026, OWNER, DBA Name, INV REL, 160 HR/MO - 130 HR/MO TRADING 2. GREENLEAF RIVER OF LIFE CHURCH OF GOD, 3520 CR-544 E, Haines City FL 33844, United States, 02/01/2025, COMMITTEE MEMBER, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 10 HR/MO - 4 HR/MO TRADING 3. RENTAL PROPERTY, 8338 W Lake Marion Rd, Haines City FL 33844, United States, 03/01/2022, OWNER, Real Estate, INV REL, 1 HR/MO - 0 HR/MO TRADING 4. HAND UP MINISTRIES OF FL, 2996 Dayton Drive, Winter Haven FL 33884, United States, 11/01/2024, BOARD MEMBER, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 3 HR/MO TRADING 5. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO: 160 - HR/MO TRADING: 120

Exams

• S66 Uniform Combined State Law Examination
  2012-09-28

Other Names

• Vanessa Anne Baxter
• Vanessa Anne Colburn