Jeffrey Joseph Biro

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

• 03/2009 → 10/2017
  Investment Centers Of America
  Scottsdale, AZ
• 10/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-04-22 → 2017-10-30
  Investment Centers Of America, Inc.
  Scottsdale, AZ
• 2006-07-13 → 2009-03-27
  Woodbury Financial Services, Inc.
  Scottsdale, AZ

Other Businesses

1.LEGAL SHIELD, 6900 E CAMELBACK RD, STE A39, SCOTTSDALE, AZ, 4/2015 AS REFERRAL AGENT OFFERING IDENTITY THEFT PRODUCTS AND OTHER PRE-PAID LEGAL PRODUCTS. NIR - 2/MO - 0/TRADING. 2.JEFFREY J. BIRO INC dba BIROFINANCIAL & RETIREMENT SERVICES, 6900 E CAMELBACK RD STE A39, SCOTTSDALE, AZ, 7/2002 AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 4/WK - 0/TRADING. 3.ARIZONA COLLEGE PLANNING CONSULTANTS LLC, 6900 E CAMELBACK RD STE A39, SCOTTSDALE, AZ, 7/2005 AS PRESIDENT/COLLEGE PLANNING SPEACIALIST. NIR - 8/MO - 0/TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5.BELLA SIRENA 901C LLC, MESA, AZ, AS OWNER OF RENTAL HOME. NIR - 2/MO - 0/TRADING. 6. ESTATE DOCUMENTS PRO, LLC, 2700 NORTH CENTRAL AVE, 9TH FLOOR, PHOENIX, AZ, TRUST SERVICES PROVIDER, LICENSEE,02/18/20, 10/MO- 0/TRADING 7. JEFF & BETH BIRO, 5135 E. Evergreen St., Unit #1256, Mesa AZ 85205, United States, START DATE: 12/01/2021, Rental Home Owner, Administrative, INV REL, 2 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-13
• S63 Uniform Securities Agent State Law Examination
  1998-11-07