James Salchli

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

• 01/2016 → 05/2023
  Unemployed
  Bowling Green, KY
• 05/2023 → 08/2025
  Crosswinds Golf Course
  Bowling Green, KY
• 05/2023 → 12/2025
  Newton Financial Group
  Bowling Green, KY
• 12/2025 → Present
  Newton Financial Group
  Bowling Green, KY
• 06/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2026 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2026-04-28

Other Names

• James Nathaniel Salchli