Jesse Stacy

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

• 08/2019 → 07/2021
  Edward Jones
  St Louis, MO
• 02/2018 → 05/2019
  Hikma Pharmaceuticals
  Columbus, OH
• 01/2016 → 12/2017
  Ohio State University
  Columbus, OH
• 07/2016 → 12/2016
  Reynolds & Reynolds Company
  Dayton, OH
• 07/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-10-14 → 2021-07-28
  Edward Jones
  Columbus, OH
  St Louis, MO
  Upper Arlington, OH
  Dublin, OH

Other Businesses

1) SECURE PATH ADVISORY GROUP, FINANCIAL ADVISOR 4930 REED ROAD, COLUMBUS, OH. 10/30/19, INV REL, 10 HR/MO- 1 HR/MO TRADING. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) SMITH INSURANCE SERVICES INC. AGENT, 4942 REED ROAD, COLUMBUS, OH., 07/26/2021, INV REL, 40HR/MO, 40HR/MO TRADING. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 3) FINANCIAL PLANNING ASSOCIATION, COLUMBUS OH 43220, 05/2024, NEXGEN DIRECTOR, BOARD MEMBER, NIR, 4 HR/MO - 0 HR/MO TRADING. 4) JCS RETIREMENT TAX ADVISORS, LLC, 797 N Wall St, 301W, Columbus OH 43215, United States, 09/09/2025, Owner, Tax Services, NIR, 10 HR/MO - 0 HR/MO TRADING 5) JESSE STACY MTAX, CFP(R), EA, Columbus OH 43220, United States, 11/17/2025, Owner, Media creation, educational content, NIR, 10 HR/MO - 0 HR/MO TRADING 6) OHIO STATE UNIVERSITY, COLUMBUS OH 43210, 08/2026, W-2 EMPLOYEE, EMPLOYEE (RECEIVE A W-2), NIR, 10 HR/MO - 10 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-12

Designations

• Certified Financial Planner