James Donald Hinson

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

• 07/2014 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2014 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 2013-03-21 → 2014-07-17
  New England Securities
  Brentwood, TN
• 2008-10-16 → 2013-04-05
  Mml Investors Services, Llc
  Brentwood, TN

Other Businesses

1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 2. ST HENRY SCHOOL. NASHVILLE, TN. STARTED 8/2011 AS BOARD MEMBER OF THE ST HENRY SCHOOL COMMITTEE. IT IS AN ADVISORY BOARD TO THE ONGOING DIRECTION OF THE SCHOOL. SPENDS 2 HR/MO, NONE DURING TRADING. NON-PROFIT. 3. SEVEN HILLS SWIM AND TENNIS CLUB, 1317 HILDRETH DR, NASHVILLE, TN, 06/2018. BOARD MEMBER. NIR-2/MO-0/TRADING. 4. GREEN HILLS GIRLS SOFTBALL LEAGUE, 1200 LONE OAK DRIVE, NASHVILLE, TN, 12/2018. BOARD MEMBER. NIR-20/YR-0/TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-04
• S63 Uniform Securities Agent State Law Examination
  2007-11-15

Other Names

• Jamie Hinson
• James Donald Hinson