Jeffrey Lowery

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
• 06/2021 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 03/2019 → 12/2020
  Cyber Bda, Inc
  Fredericksburg, VA
• 06/2011 → 03/2019
  United States Air Force
  Washington, Dc, DC
• 12/2020 → 04/2021
  Retired
  Charles Town, WV
• 01/2022 → 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, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-14