Julie Ann Jones

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

• 04/2014 → 06/2018
  Directed Services, Llc
  Des Moines, IA
• 09/2014 → 11/2023
  Voya
  Urbandale, IA
• 03/2016 → 11/2023
  Voya Financial Partners, Llc
  Urbandale, IA
• 11/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2023-07-14 → 2023-11-06
  Voya Retirement Advisors, Llc
  Urbandale, IA
  Windsor, CT
• 2016-03-31 → 2023-07-19
  Voya Financial Partners, Llc
  Des Moines, IA
  Windsor, CT
  Urbandale, IA
  Urbandale, IA
• 2010-06-25 → 2014-04-11
  Voya Investment Management Co. Llc
  New York, NY

Other Businesses

1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/08/2023 2. FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-28
• S63 Uniform Securities Agent State Law Examination
  2007-08-22

Other Names

• Julie Ann Jones
• Julie Ann Altfillisch
• Julie Ann Altfillisch