Jeffery King Van Wart

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

• 09/2021 → Present
  King Capital Advisors
  Houston, TX
• 06/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2019 → 09/2021
  Brady Machine Works
  Houston, TX
• 09/2014 → 09/2019
  Hammer Trading
  Fulshear, TX
• 03/2023 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 03/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/2025

Exams

• S66 Uniform Combined State Law Examination
  2025-02-27

Other Names

• Jeffrey Vanwart
• Jeffrey King Vanwart