Megan Kaitlyn Johnson

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

• 04/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2021 → 04/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2018 → 12/2021
  Texas Tech University
  Lubbock, TX
• 11/2020 → 05/2021
  David's Bridal
  Lubbock, TX
• 05/2015 → 08/2018
  Instinct Volleyball Club
  Lake Dallas, TX
• 09/2016 → 08/2018
  Swisher Courts/Sports Support Athletic Center
  Lake Dallas, TX
• 09/2014 → 05/2018
  Guyer High School
  Denton, TX
• 04/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2021 → 01/2022
  Stocker Woods Financial
  Denton, TX
• 01/2022 → 12/2023
  Athlon Advisors
  Denton, TX
• 01/2024 → Present
  Principal Wealth Group
  Denton, TX
• 04/2024 → Present
  Principal Wealth Group
  Denton, TX

Other Businesses

1) PRIMARY WEALTH GROUP, 3000 Wind River Ln., Ste 110, Denton TX 76210, 03/2025, W2 Employee, Insurance/Benefits/Human Resources, NIR, 160 HR/MO, 128 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 04/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-04
• S63 Uniform Securities Agent State Law Examination
  2023-12-13

Other Names

• Megan Kaitlyn Woods
• Megan Woods