Jason Daniel Forgy

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

• 03/2004 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2005 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2002-06-06 → 2004-03-26
  Wells Fargo Advisors Financial Network, Llc
  Overland Park, KS

Other Businesses

1) FORGY AND COMPANY, LLC , NOT INVESTMENT RELATED, 11872 w 91st st, overland park, ks,ACCOUNTING PRACTICE, 09/1998 TO PRESENT, ACCOUNTANT, 3HOURS A DAY. 2) ORTHO CARE, LLC, 11872 w 91st st, overland park, ks. STARTED 08/2011 AS ACCOUNTANT. I PROVIDE BOOKKEEPING SERVICES LIKE SENDING INVOICES AND RECORDING DEPOSITS. SPENDS 10 HR/WK, 2 HR/WK DURING TRADING. 3) Independent insurance agent for various independent insurance companies 4) CIRA, 1776 PLEASANT PLAIN Road, FAIRFIELD IA 52556, United States, 03/25/2004, INVESTMENT ADVISOR REPRESENTATIVE, CIRA AFFILIATION, INV REL, 4 HR/MO - 4 HR/MO TRADING 5) FORGY FINANCIAL, LLC, 9201 BOND ST, OVERLAND PARK KS 66214, United States, 10/06/1998, TAX PREPARER, TAX SERVICES, NIR, 40 HR/MO - 8 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2002-05-22
• S63 Uniform Securities Agent State Law Examination
  1999-02-26

Other Names

• Jason Forgy