Jeffrey Sachs

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:

Current Employers

Cambridge Investment Research Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2015-01-02

IL RA
APPROVED

Since 2015-01-02

Branch Locations

Arlington Heights, IL • United States

Vernon Hills, IL • 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

Organization	City	State	From	To
Cambridge Investment Research, Inc	Fairfield	IA	04/2013	Present
Slsachs Financial Services, Ltd	Buffalo Grove	IL	01/2012	Present

04/2013 → Present

Cambridge Investment Research, Inc

Fairfield, IA
01/2012 → Present

Slsachs Financial Services, Ltd

Buffalo Grove, IL

Other Businesses

1. SLSACHS FINANCIAL SERVICES, 3115 N. Windsor Drive, Arlington Heights IL 60004, 05/2013, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-24

S66 Uniform Combined State Law Examination

2013-09-24

View on SEC IAPD