Joshua Staph

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

• 08/2017 → 08/2020
  Edward Jones
  Pittsburgh, PA
• 12/2016 → 07/2017
  Unemployed
  Pittsburgh, PA
• 06/2015 → 11/2016
  Propex Operating Company, Llc
  Pittsburgh, PA
• 08/2020 → 12/2025
  Jp Morgan Chase Bank, N.A.
  Pittsburgh, PA
• 08/2020 → 12/2025
  Jp Morgan Securities, Llc
  Pittsburgh, PA
• 04/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2026 → 03/2026
  Unemployed
  Bethel Park, PA

Previous Registrations

• 2020-09-23 → 2026-01-13
  J.P. Morgan Securities Llc
  Cranberry Township, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Bethel Park, PA
• 2017-10-02 → 2020-09-01
  Edward Jones
  Pittsburgh, PA
  Pittsburgh, PA
  St Louis, MO
  Pittsburgh, PA

Other Businesses

1) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29

Other Names

• Joshua James Staph
• Joshua Staph