Jeffrey David Markanich

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

• 12/1995 → 10/2023
  Allegheny Investments, Ltd.
  Pittsburgh, PA
• 10/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2007-03-30 → 2023-10-19
  Allegheny Investments
  Pittsburgh, PA
  Moon Twp, PA
  Pittsburgh, PA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) GUARDIAN LIFE INSURANCE, 244 BOULEVARD OF THE ALLIES, PITTSBURGH, PA, 11/2023, AGENT, INSURANCE, NIR, 0 HR/MO, 0 HR/MO TRADING. 3) TALCOTT RESOLUTION LIFE AND ANNUITY, 1 Griffin Road North, Windsor CT 06095, 01/2000, 1099 Contractor, Agent, NIR, 0 HR/MO - 0 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-15
• S63 Uniform Securities Agent State Law Examination
  1983-07-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeffrey David Maranich