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Jeffrey Len Stolzer

Cambridge Investment Research Advisors, Inc.

Bradenton, FL

Pembroke Pines, FL

CRD 8205884

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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:

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-08
  • FL RA
    APPROVED
    Since 2026-06-08

Branch Locations

2025 Lakewood Ranch Blvd., Ste. 102, Bradenton, FL 34211 • United States

Pembroke Pines, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 12/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2026 Present
Bombardier Dallas TX 11/2013 04/2018
Jm Family Automotive Llc Deerfield Beach FL 04/2018 Present
  • 12/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2026 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 11/2013 → 04/2018
    Bombardier
    Dallas, TX
  • 04/2018 → Present
    Jm Family Automotive Llc
    Deerfield Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-02
  • S65 Uniform Investment Adviser Law Examination
    2026-06-02
Other Names
  • Jeffrey Stolzer

View on SEC IAPD

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Nearby Investors

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Thomas Herman Breiter
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Nearby Offices

PENINSULA ASSET MANAGEMENT INC · BRADENTON, FL
EDWARD JONES · Bradenton, FL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BRADENTON, FL

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