Jeffrey Lynn Coleman

Current Employers

Employment History

• 01/2003 → Present
  State Life Of Indianapolis, In
  Grain Valley, MO
• 07/2012 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2012 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2012-02-24 → 2012-07-18
  Financial Telesis Inc
  Grain Valley, MO
  San Rafael, CA
• 2009-08-21 → 2012-03-08
  Waddell & Reed
  Independence, MO
• 2005-10-14 → 2009-08-24
  U.S. Bancorp Investments, Inc.
  Warrensburg, MO
  Warrensburg, MO
  Independence, MO
  Independence, MO
  Kansas City, MO
  Warrensburg, MO
  Lees Summit, MO
  Lees Summit, MO
• 2003-05-16 → 2005-10-27
  Citicorp Investment Services
  Sacramento, CA

Other Businesses

1) ASI. SINCE 02/2012. NOT INVESTMENT-RELATED. 1438 MINTER WAY, GRAIN VALLEY, MO. INSURANCE BROKER. TITLE-REP. DUTIES-SALES AND SERVICE OF INSURANCE. 20 HOURS/MONTH ALL DURING TRADING. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) Missouri State Representative, Jefferson City, MO 65101. 9/5/2017. State Representative. NIR, 640/YR-640/trading. 3) GRAIN VALLEY SCHOOL DISTRICT. SINCE 04/2011. NOT INVESTMENT-RELATED. 31606 PINKHILL ROAD, GRAIN VALLEY, MO. SCHOOL BOARD MEMBER. DUTIES-SCHOOL DISTRICT GOVERNANCE. 8 HOURS/MONTH. 1 HOUR/MONTH DURING TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 3/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5) GATEWAY FINANCIAL ADVISORS INC, 4101 DUBLIN BLVD, STE F PMB 57, DUBLIN, CA, 11/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 5 HR/WK - .3/TRADING. 6) CIGNA HEALTH SPRING, 7400 W 110TH ST, STE 400, OVERLAND PARK, KS, 10/2015 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 10 HR/WK - 0/TRADING. 7) GRAIN VALLEY BOARD OF EDUCATION, 31606 NE PINK HILL RD, GRAIN VALLEY, MO, 4/2011 AS BOARD MEMBER. NIR - 5/MO - 0/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-04
• S63 Uniform Securities Agent State Law Examination
  1996-05-31

Other Names

• Jeff Coleman