Jeffrey Alan Barczak

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

• 05/2022 → 10/2022
  Unemployed
  Tucson, AZ
• 01/2021 → 05/2022
  Collateral Specialists Inc.
  Petaluma, CA
• 08/1996 → 12/2020
  United States Department Of Homeland Security
  Tucson, AZ
• 10/2022 → 10/2023
  Public Safety Financial/Galloway
  Mesa, AZ
• 01/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2023 → 02/2024
  Jackson Hewitt Tax Service
  Tucson, AZ

Previous Registrations

• 2022-11-04 → 2023-10-24
  Public Safety Financial/Galloway
  Mesa, AZ

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) SMARTPRO FINANCIAL, 60837 E EAGLE MOUNTAIN DRIVE, TUCSON AZ 85739, 01/2024, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 120 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-05

Other Names

• Jeff Barczak