Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-21 |
| OH | RA | APPROVED | 2014-06-04 |
Branch Locations
701 Chillicothe Street Suite B, Portsmouth, OH 45662 • United States
Wheelersburg, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2014 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2014 | Present |
1) FRAZIE WEALTH MANAGEMENT, 701 CHILLICOTHE ST PORTSMOUTH OH, 02/2007, AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. INV REL, 80 HR/MO 80 HR/MO TRADING 2) OHIO PENSION CONSULTANTS, 701 CHILLICOTHE ST PORTSMOUTH OH, 09/2012, CO-OWNER, DBA, NIR, 10 HR/MONTH 5 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2014, AS ADVISORY REP OF A RIA. INV REL, 120 HRS/MO 120 HRS/MO TRADING 4) JEBB MANAGEMEBT COMPANY LLC, 130 CYNTHIA ANN DR WHEELERSBURG OH, 10/2021, OWNER, INV REL, 30 HRS/MONTH 10 HRS/MONTH TRADING 5) JEF PROPERTY HOLDINGS LLC, 130 CYNTHIA ANN DR WHEELERSBURG OH, 06/2017, OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HRS/MO TRADING 6) MJT HOLDINGS, LLC, 2154 CARTER AVE UNIT B ASHLAND KY, 01/2024, OWNER, REAL ESTATE, NIR, 2 HR/MO 0 HR/MO TRADING 7) JEREMY G. FRAZIE AND ERIKA DAWN FRAZIE REVOCABLE LIVING TRUST, WHEELERSBURG OH 45694, 04/2024, OWNER, REAL ESTATE, NIR, 3 HR/MO 1 HR/MO TRADING 8) KENTUCKY WEALTH MANAGEMENT GROUP, LLC DBA FRAZIE WEALTH MANAGEMENT - ASHLAND, 2154 Carter Ave., Ashland KY 41101, United States, 10/24/2024, IAR, INV REL, 30/MO - 30/Trading 9) AFEA-AMERICAN FINANCIAL EDUCATION ALLIANCE, 701 Chillicothe St., Portsmouth OH 45662, United States, 08/27/2025, Member and Instructor, Author/Educator/Podcast/Speaker, NIR, 10 HR/MO - 2 HR/MO TRADING 10) FRAZIE WEALTH MANAGEMENT, 701 Chillicothe St., Portsmouth OH 45662, United States, 09/23/2025, Owner, Insurance Agency Setup, NIR, 10 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-01 |
Reach out to this advisor