Jada Ann Hallberg

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

• 09/2014 → 06/2020
  Voya Financial Advisors
  Pocahontas, IA
• 06/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2012-07-02 → 2020-06-19
  Voya Financial Advisors, Inc.
  Nevada, IA
  Pocahontas, IA
• 2006-02-14 → 2012-06-26
  Cetera Wealth Services, Llc
  Pocahontas, IA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 06/15/20 2. FIRST CHOICE FINANCIAL SERVICES, 206 N MAIN STREET, POCAHONTAS, IA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 04/19/99, MANAGER, NIR, 3/WK- 3/TRADING 3. MCQUEEN SIX, LLC, 304 NW 13TH STREE, POCAHONTAS, IA, FAMILY FARM OPERATION, 08/01/13, NIR, 1/MO- 0/TRADING 4. FIRST CHOICE FINANCIAL SERVICES CORPORATION, 206 N MAIN STREET, POCAHONTAS, IA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/27/11, SECRETARY OF THE BOARD, 2 HR/MO- 1/TRADING HR

Exams

• S66 Uniform Combined State Law Examination
  2006-01-24
• S63 Uniform Securities Agent State Law Examination
  1999-05-18