Jeffrey Michael Trugman

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-03-30

NY RA
APPROVED

Since 2021-03-30

Branch Locations

Plainview, NY • United States

255 Executive Dr. Ste. Ll100C, Plainview, NY 11803 • 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

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	01/2015	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	01/2015	Present

01/2015 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
01/2015 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2)attitude financial advisors, inc, 2 crossways park dr w, woodbury, ny, 7/2015 as managing partner of securities dba. inv rel - 40 hr/wk - 8/trading. 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-05-14

S63 Uniform Securities Agent State Law Examination

1993-05-14

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD