Jacob Harrison Jones

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

• 04/2021 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 04/2018 → 09/2020
  Brightedge Technologies, Inc.
  Cleveland, OH
• 06/2016 → 03/2018
  Cleveland Browns
  Berea, OH
• 04/2021 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 09/2020 → Present
  Unemployed
  Bay Village, OH
• 11/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 02/23/2022 2) JONES WEALTH MANAGEMENT / 20006 Detroit Rd., Rocky River OH 44116 / 12/01/2021 / INV REL / IAR & INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 165 HR/MO - 150 HR/MO TRADING 3) JONES WEALTH MANAGEMENT, 20006 Detroit Rd., Rocky River OH 44116, 02/2022, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-15

Other Names

• Jake Jones
• Jacob Jones