John Thomas Armstead

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

• 06/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 1997-07-08 → 2016-07-22
  Protected Investors Of America
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 10/2021, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 2) LICENSED INSURANCE AGENT, 755 BAYWOOD DR 2ND FL PETALUMA CA, 12/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MONTH 0 HR/MONTH TRADING 3) PROTECTED INVESTORS OF AMERICA, 755 BAYWOOD DRIVE 2ND FL PETALUMA CA, 08/2024, OWNER, DBA, INV REL, 0 HR/MO 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1982-07-08