Jeffery Alexander Wylie

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:

Current Employers

Cambridge Investment Research Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2021-05-21
TX	RA	APPROVED_RES	2015-05-19

LA RA
APPROVED

Since 2021-05-21
TX RA
APPROVED_RES

Since 2015-05-19

Branch Locations

Abita Springs, LA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Self-Employed	Abita Springs	LA	05/1980	Present
Cambridge Investment Research, Inc	Fairfield	IA	03/2005	Present
Cambridge Investment Research Advisors, Inc	Fairfield	IA	03/2005	Present

05/1980 → Present

Self-Employed

Abita Springs, LA
03/2005 → Present

Cambridge Investment Research, Inc

Fairfield, IA
03/2005 → Present

Cambridge Investment Research Advisors, Inc

Fairfield, IA

Other Businesses

1)JEFF WYLIE & ASSOCIATES INC, PO BOX 370, ABITA SPRINGS, LA, 5/01/1980 AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 100/YR - 25/TRADING. 2)JEFFERY & LYNN WYLIE, PO BOX 370, ABITA SPRINGS, LA, REAL ESTATE RENTALS ,JEFF WYLIE PROPERITES, P.O. BOX 370, ABITA SPRINGS, LOUISIANA, NIR, 100 HR/YR- 0/TRADING HR. 3)JEFF WYLIE & ASSOC; 23543 HWY 435, PO BOX 370, ABITA SPRINGS, LA. EMPLOYEE BENEFIT CONSULTING; CONSULTS CLIENTS TO UNDERSTAND BENEFIT PACKAGE, EVALUATE BENEFITS, AND ASSIST IN DECISION'S TO AWARD NEW BENEFIT PACKAGES. 10 HRS/MNTHLY AND 5 DURING TRADE HRS. RECEIVES FEES FOR COMPENSATION. 4)PANDHANDLE INVESTMENT PARTNERS, LLC, 2358 RIVERSIDE AVE, UNIT 401, JACKSONVILLE, FL, COMMERCIAL REAL ESTATE, 10/01/13, NIR, 24 HR/YR- 0/TRADING HR. 5)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 14/MO - 12/TRADING. 04/01/05. 6)SOUTHSTONE CHURCH, 1507 Katy Flewellen Road, Katy TX 77494, United States, 09/01/2023, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 2 HR/MO TRADING 7)COTTAGE CREEK LLC & COMPASS ROSE LLC, P.O. Box 370, Abita Springs LA 70420, United States, 10/01/2025, President, Real Estate, NIR, 9 HR/MO - 0 HR/MO TRADING 8)SHARON A FARMER, [No address provided], 08/22/2025, Executor, Position of Trust, NIR, null HR/MO - null HR/MO TRADING

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-08-01

S63 Uniform Securities Agent State Law Examination

1994-08-01

Other Names

Jeffery A Wylie
Jeff Wylie

View on SEC IAPD