Christopher Eugene Coleman

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

• 06/2015 → 12/2017
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 04/2011 → 12/2017
  Salt Lake County
  Taylorsville, UT
• 01/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2015-09-15 → 2018-01-05
  Strategic Advisers Llc
  Salt Lake City, UT

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. 01/19/18 2. JFCSG, LLC, 5909 PEACHTREE DUNWOODY RD, STE 725, ATLANTA, GA, BUSINESS OPERATING ENTITY, MANAGING MEMBER, 03/11/21, NIR, 1 HR/MO- 0/TRADING HR. 3. FULLER & COMPANY, 5909 Peachtree Dunwoody Rd., Suite 725, Atlanta GA 30328, 01/2018, Director, Employee, INV REL, 160 HR/MO - 120 HR/MO TRADING. 4. FULLER & ZANIBONI, LLC, 5909 Peachtree Dunwoody Rd NE, Suite 725, Atlanta GA 30328, United States, 09/25/2025, Owner, Tax Services, Not Investment Related, 5 HR/MO - 5 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2015-09-05

Other Names

• Chris Coleman