Jonathan Marc Beitler

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

• 10/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2006 → 10/2019
  Fsc Securities Corporation
  Boca Raton, FL

Previous Registrations

• 2005-04-27 → 2019-10-10
  Fsc Securities Corporation
  Boca Raton, FL
• 2002-02-12 → 2006-04-04
  Raymond James Financial Services, Inc.
  Boca Raton, FL
  Miami Beach, FL
  Boca Raton, FL
• 1999-05-28 → 2002-04-29
  Ubs Financial Services Inc.
  Ft. Lauderdale, FL

Other Businesses

1.BEITLER FINANCIAL GROUP INC, 7284 W PALMETTO PARK RD 202-S, BOCA RATON, FL, 4/01/2006 AS CEO OF SCORP TO PROVIDE TAX AND LEGAL LIABILITY. NIR - 60/WK - 15/TRADING. 2.JONATHAN BEITLER, INDEPENDENT INSURANCE AGENT, 7284 W PALMETTO PARK RD 202-S, BOCA RATON, FL, 4/01/2006 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 60/WK - 60/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 10/09/19. 4. TRINITY CREEK FARMS, INC, 7284 W PALMETTO PARK ROAD, #202S, BOCA RATON, FL, LIVESTOCK SALES AND LEASES, CEO, CO-OWNER WITH DAUGHTER, 12/31/20, NIR, 2 HR/MO- 0/TRADING HR. 5. NETTWORTH FINANCIAL GROUP, 7284 W PALMETTO PARK ROAD #202, BOCA RATON FL 33433, 10/2019, MARKETING, MARKETING, INV REL, 10 HR/MO - 10 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-07
• S63 Uniform Securities Agent State Law Examination
  1999-06-01

Other Names

• Jon Beitler
• Jon Beitler