Henry Barrett 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

• 09/2014 → 09/2016
  Voya Financial Advisors
  Norfolk, VA
• 12/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2011-09-07 → 2016-10-04
  Voya Financial Advisors, Inc.
  Norfolk, VA
  Ellicott City, MD
• 2007-09-07 → 2011-09-02
  Securian Financial Services, Inc.
  Norfolk, VA
  Norfolk, VA
  Midlothian, VA
• 2002-10-08 → 2003-03-28
  Choreo, Llc
  Virginia Beach, VA

Other Businesses

1.LACROSSE OFFICIAL, VIRGINIA BEACH, VA, 4/1995. INDEPENDENT CONTRACTOR OFFICIATING COLLEGE, HIGH SCHOOL, & YOUTH LEAGUE GAMES. NIR - 100/YR - 0/TRADING. 2.HENRY JONES & ASSOCIATES LLC, 4445 CORPORATION LN, STE 200, VIRGINIA BEACH, VA, AS 6/11/2015 AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 10/TRADING. 3.HAMPTON ROADS LACROSSE OFFICIALS ASSOCIATION, 512 PINEWOOD DR, VIRGINIA BEACH, VA, 10/2016, AS PRESIDENT OF BOARD, NIR, 3HRS/MO, 0HRS/TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF RIA, INV REL-40HRS/WK, 40HRS/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-28
• S63 Uniform Securities Agent State Law Examination
  1996-02-23

Other Names

• Henry Barrett Jones