Jeffrey Albert Gagnon

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

• 09/2002 → 09/2025
  Cuna Brokerage Services,Inc.
  Waverly, IA
• 09/2002 → 09/2025
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → 09/2025
  Lpl Financial Llc
  Rumford, RI
• 09/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2022-05-18 → 2025-09-08
  Lpl Financial Llc
  Smithfield, RI
  Rumford, RI
• 2002-09-26 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Woonsocket, RI
  Woonsocket, RI
  Rumford, RI
  Woonsocket, RI
  Smithfield, RI
• 2000-03-02 → 2002-03-28
  Invest Financial Corporation
  Fall River, MA

Other Businesses

1) JEFFREY GAGNON, 15 miss rachel trail, westport MA 02790, United States, 10/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 5 HR/MO TRADING 2) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 10/01/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1994-05-02

Other Names

• Jeff Gagnon