Jacob Hackler-Roy

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

• 12/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2024 → Present
  World Financial Group
  Cedar Rapids, IA
• 03/2024 → 07/2024
  Unemployed
  Dallas, TX
• 01/2022 → 03/2024
  Conn's Home Plus
  The Woodlands, TX
• 09/2021 → 01/2022
  Unemployed
  Dallas, TX
• 08/2007 → 09/2021
  Target Corporation
  Minneapolis, MN

Other Businesses

1. World Financial Group, Cedar Rapids IA 52499, 07/2024, Agent, 1099, INV REL, 40 HR/MO, 0 HR/MO TRADING. 2. SmartPro Financial, 15150 Preston Road Suite 300, Dallas TX 75248, 02/2025, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 100 HR/MO TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-18