Jamie Lynn Hugunin

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

• 06/2014 → 10/2016
  Central Bank Illinois
  Fulton, IL
• 10/2016 → Present
  Nelsoncorp Wealth Management
  Clinton, IA
• 09/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 09/18/17 2. Jamie Hugunin; NelsonCorp Wealth Management, 880 13th AVE N, 05/12/2021, Notary, NIR, 1HR/MO-1HR/TRADING 3. Nelsoncorp Wealth Management, Jamie Hugunin, 880 13th AVE N, 09/2023, Independent Insurance Agent for Various Insurance Companies, INV REL, 5 HR/MO - 5 Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-18

Other Names

• Jamie Lynn Toureene