Jennifer R Bromberg

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

• 03/2018 → Present
  Cambrige Investment Research, Inc.
  Fairfield, IA
• 06/2015 → 07/2017
  Us Bank
  Mercer Island, WA
• 07/2017 → 02/2018
  Us Bank
  Bellevue, WA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 60/mo - 40/TRADING. Investment Advisor that manages client assets for a fee. 2. FINANCIAL RESERVE, 12725 SW 66TH AVE, STE 102, PORTLAND, OR, 7/2018 AS PROVIDING CAREER & PERSONAL MANAGEMENT/INDEPENDENT INSURANCE AGENT FOR INDEPENDENT INSURANCE COMPANIES. NIR - 20/MO - 8/TRADING. 3. FINANCIAL RESERVE, PERSONAL ECONOMIC ADVISOR, CONSULTING COACHING, 12725 SW 66TH AVE, STE 102, PORTLAND OR, NIR, 60 HR/MO- 20 TRADING HR. 4. SAMMAMISH CHAMBER OF COMMERCE, 704 228th Ave NE, #123, Sammamish WA 98074, United States, 12/2022, Vice President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO, 0 HR/MO TRADING 5. AP TAX - OBA, 12725 SW 66th Ave, Suite 102, Portland OR 97223, United States, 10/2025, Referral source, Referrals, NIR, 1 HR/MO, 1 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2018-06-11

Designations

• Certified Financial Planner