Harold Jacob Wingo

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

• 06/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2024 → 01/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2019 → Present
  Raymore-Peculiar School District
  Peculiar, MO
• 05/2023 → 05/2024
  Hawk-Eye Innovations, Inc
  Paramus, NJ
• 04/2017 → Present
  Sporting Kansas City
  Kansas City, KS
• 06/2018 → 07/2019
  Artech Information Systems
  Kansas City, MO
• 08/2016 → 08/2018
  Kansas City Chiefs
  Kansas City, MO
• 09/2017 → 06/2018
  Abacus Search & Staffing
  Overland Park, KS
• 01/2017 → 12/2017
  Fox 4 News
  Kansas City, MO
• 06/2015 → 02/2017
  Spectrum Sports
  Kansas City, MO
• 01/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) JAKE WINGO, 1 SPORTING WAY KANSAS CITY KS, 04/2017, FREELANCER, ATHLETIC ORGANIZATION, NIR, 24 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 3) HAROLD WINGO, SIMPLICITY FINANCIAL PLANNING, 2412 NW Peekaboo Ct, Blue Springs MO 64015, 01/2025, Insurance Producer, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO, 10 HR/MO TRADING. 4) TAG Advisors, 2412 NW Peekaboo Ct, Blue Springs, MO 64015, 04/2026, Paraplanner, Paraplanning, NIR, 15 HR/MO, 10 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02

Other Names

• Jake Wingo