Rickey Jay Post

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 → 05/2020
  Prudential Advisors
  Uniontown, OH
• 10/2015 → 04/2020
  The Prudential Insurance Company Of America
  Uniontown, OH
• 08/2012 → Present
  Ncaa
  Canton, OH
• 05/2020 → 01/2024
  Regal Investment Advisors, Llc
  Kentwood, MI
• 05/2020 → 01/2024
  Regulus, Llc
  Kentwood, MI
• 05/2020 → 01/2024
  Jolles Insurance And Financial
  Elliot City, MD
• 01/2024 → 10/2025
  Turning Point Financial
  Frederick, MD
• 08/2012 → 08/2021
  Ohsaa
  Canton, OH
• 01/2025 → 10/2025
  Turning Point Financial
  Frederick, MD
• 10/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2025-05-26 → 2025-11-04
  Turning Point Financial
  Frederick, MD
• 2017-06-12 → 2020-05-08
  Pruco Securities, Llc.
  Mayfield Heights, OH
  Uniontown, OH
  Wadsworth, OH
  Uniontown, OH
  Wadsworth, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-24

Other Names

• Rickey J Post