Jennifer W Gordon

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

• 08/2018 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2008 → Present
  R&J Mabo, Llc D/B/A The Ups Store 2572
  Saint Simons Island, GA
• 12/2011 → 02/2018
  Casto Southeast Realty Services
  Sarasota, FL
• 04/2019 → 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-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2) LIGHTHOUSE FINANCIAL ADVISORS, 2487 DEMERE RD, STE 200, ST SIMONS, GA, 02/2020, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5 HR/MO - 1 HR/MO Trading. 3) LIGHTHOUSE FINANCIAL ADVISORS-AN ADVISORYSOUTH CO., 2487 Demere Rd. Suite 200, St. Simons Island GA 31522, United States, 04/22/2019, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO Trading. 4) GLYNN VISUAL ARTS, 106 Island Drive, St Simons Island GA 31522, 03/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING. 5) JWG WEATLH LLC DBA LIGHTHOUSE FINANCIAL ADVISORS, 2487 Demere Rd, Suite 200, St Simons Island GA 31522, United States, 01/01/2026, Owner, Owner/Partner of a Business Entity, NIR, 5 HR/MO - 2 HR/MO TRADING 6) Glynn Visual Arts, 106 Island Drive, St Simons Island, GA 31522, 05/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 15 HR/MO, 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2019-03-27

Other Names

• Jennifer Warren Gordon