John Edward Boeckel

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

• 03/1997 → 05/2025
  Advanced Planning Group
  Towaco, NJ
• 12/2004 → 02/2018
  Sii Investments, Inc.
  Towaco, NJ
• 02/2018 → 10/2022
  Lpl Financial Llc
  Towaco, NJ
• 10/2022 → 05/2025
  Grove Point Investments Llc
  Rockville, MD
• 10/2022 → 05/2025
  Grove Point Advisors Llc
  Rockville, MD
• 05/2025 → 02/2026
  Lpl Financial Llc
  Towaco, NJ
• 02/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2025-05-01 → 2026-02-04
  Lpl Financial Llc
  Towaco, NJ
• 2022-10-18 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Towaco, NJ
• 2018-02-14 → 2022-10-26
  Lpl Financial Llc
  Towaco, NJ
• 2004-12-17 → 2018-02-15
  Sii Investments, Inc.
  West Orange, NJ
  Towaco, NJ
  West Orange, NJ
  Appleton, WI
• 2003-08-01 → 2005-01-11
  Walnut Street Securities, Inc.
  West Orange, NJ
• 1999-03-16 → 2003-08-01
  Nathan & Lewis Securities, Inc.
  West Orange, NJ

Other Businesses

1) MISSION 1O2, 20 Gunthers View, Towaco NJ 07082, 01/2026, Founder, Cosmetic Line, NIR, 10 HR/MO, 2 HR/MO TRADING 2) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-05
• S63 Uniform Securities Agent State Law Examination
  1997-07-08

Other Names

• John Edward Boeckel