Jeanne Suzanne Gerst

Cambridge Investment Research Advisors, Inc.

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Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2018-03-05

IA RA
APPROVED

Since 2018-03-05

Branch Locations

1776 Pleasant Plain Rd, Fairfield, IA 52556 • United States

Burlington, IA • 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

Organization	City	State	From	To
Invest Financial Corp	Tampa	FL	08/2004	02/2018
Two Rivers Bank & Trust	Norton Shores	MI	08/2004	02/2018
Cambrige Investment Research, Inc.	Fairfield	AL	03/2018	Present
Cambrige Investment Research Advisors, Inc.	Fairfield	IA	03/2018	Present

08/2004 → 02/2018

Invest Financial Corp

Tampa, FL
08/2004 → 02/2018

Two Rivers Bank & Trust

Norton Shores, MI
03/2018 → Present

Cambrige Investment Research, Inc.

Fairfield, AL
03/2018 → Present

Cambrige Investment Research Advisors, Inc.

Fairfield, IA

Previous Registrations

2005-08-29 → 2018-02-13

Invest Financial Corporation

Norton Shores, MI

West Des Moines, IA

Burlington, IA

Burlington, IA

Burlington, IA

Burlington, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-08-17
S63	Uniform Securities Agent State Law Examination	1999-02-13

S65 Uniform Investment Adviser Law Examination

2005-08-17
S63 Uniform Securities Agent State Law Examination

1999-02-13

Other Names

Jeanne S Wise

View on SEC IAPD

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