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Jonathan Beck

Cambridge Investment Research Advisors, Inc.

Powell, OH

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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-04
  • OH RA
    APPROVED
    Since 2025-06-04

Branch Locations

9470 Dublin Road, Powell, OH 43065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Ligonier PA 01/2023 10/2023
Rolling Rock Club Laughlintown PA 04/2022 12/2022
Latrobe Country Club Latrobe PA 07/2012 11/2021
South Atlantic Umpires Myrtle Beach SC 01/2013 03/2022
Piaa Basketball Official Latrobe PA 12/2015 04/2024
Doordash Inc Latrobe PA 07/2020 02/2023
Unemployed Latrobe PA 12/2021 03/2022
Janney Montgomery Scott Llc Ligonier PA 10/2023 05/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2025 Present
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
  • 01/2023 → 10/2023
    Janney Montgomery Scott Llc
    Ligonier, PA
  • 04/2022 → 12/2022
    Rolling Rock Club
    Laughlintown, PA
  • 07/2012 → 11/2021
    Latrobe Country Club
    Latrobe, PA
  • 01/2013 → 03/2022
    South Atlantic Umpires
    Myrtle Beach, SC
  • 12/2015 → 04/2024
    Piaa Basketball Official
    Latrobe, PA
  • 07/2020 → 02/2023
    Doordash Inc
    Latrobe, PA
  • 12/2021 → 03/2022
    Unemployed
    Latrobe, PA
  • 10/2023 → 05/2025
    Janney Montgomery Scott Llc
    Ligonier, PA
  • 06/2025 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20

View on SEC IAPD

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KEVIN L FIFER
Michael Johnson

Other Offices

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC · POWELL, OH
D.A. DAVIDSON & CO. · POWELL, OH
SHUTTLEWORTH & COMPANY · POWELL, OH
CETERA INVESTMENT ADVISERS LLC · POWELL, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · POWELL, OH
STRATOS WEALTH PARTNERS, LTD · Powell, OH
STRATOS WEALTH PARTNERS, LTD · Powell, OH
LPL FINANCIAL LLC · POWELL, OH

More in Powell, OH

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