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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

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-14
TX RA APPROVED 2026-07-10
  • FL RA
    APPROVED
    Since 2026-08-14
  • TX RA
    APPROVED
    Since 2026-07-10

Branch Locations

St Petersburg, FL • United States

Austin, TX • 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
Cambridge Investment Research, Inc Fairfield IA 05/2026 Present
Cambridge Investment Research, Inc Fairfield IA 05/2026 Present
Lifetime Fitness Austin TX 10/2020 11/2025
Trader Joes Naperville IL 03/2020 10/2021
The Perfect Workout Westmont IL 07/2018 03/2020
Central Illinois Spine Normal IL 05/2016 05/2020
Fitness Education Training Center Cedar Park TX 01/2026 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2026 Present
Graeme Jackson St Petersburg FL 05/2026 Present
  • 05/2026 → Present
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 05/2026 → Present
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 10/2020 → 11/2025
    Lifetime Fitness
    Austin, TX
  • 03/2020 → 10/2021
    Trader Joes
    Naperville, IL
  • 07/2018 → 03/2020
    The Perfect Workout
    Westmont, IL
  • 05/2016 → 05/2020
    Central Illinois Spine
    Normal, IL
  • 01/2026 → Present
    Fitness Education Training Center
    Cedar Park, TX
  • 07/2026 → Present
    Fairfield, IA
  • 05/2026 → Present
    Graeme Jackson
    St Petersburg, FL
Other Businesses

1. PERSONAL TRAINING, 405 Brushy Creek Rd Unit 405, Cedar Park, TX 78613, 12/2026, Owner, Sport/Fitness/Gaming, NIR, 15 HR/MO, 60 HR/MO TRADING. 2. WJ FINANCIAL, 10050 Great Hills Trail Apt 309, Austin, TX 78759, 06/2026, President, Insurance/Benefits/Human Resources, INV REL, 15 HR/MO, 0 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2026-02-18
Other Names
  • West Jackson

View on SEC IAPD

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