Barbara Jean Kubesh

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

• 07/2010 → 12/2017
  Principal Life Insurance Co
  Seattle, WA
• 03/2018 → Present
  Kubesh Investment And Financial Services
  Freeland, WA
• 03/2016 → 05/2021
  Principal Securities Inc
  Freeland, WA
• 06/2021 → 03/2024
  The O.N. Equity Sales Company
  Cincinnati, OH
• 05/2021 → 03/2024
  Ohio National Financial Services
  Cincinnati, OH
• 03/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-06-25 → 2024-03-26
  On Investment Management Co
  Freeland, WA
• 2010-07-15 → 2021-07-07
  Principal Securities, Inc.
  Seattle, WA
  Freeland, WA
• 2004-03-17 → 2010-07-13
  Voya Financial Advisors, Inc.
  Clackamas, OR
  Seattle, WA
  Seatle, WA
• 1998-09-25 → 2004-02-03
  Fsic
  Seattle, WA

Other Businesses

1) BARBARA KUBESH, 6026 WHITE DEER LANE, FREELAND, WA, 01/2024, INDEPEPNDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 20 HR/MO, 20 HR/MO TRADING. 2) BARBARA KUBESH, 6026 WHITE DEER LANE, FREELAND, WA, 01/2024, ARTIST, PAINTING, NIR, 10 HR/MO, 0 HR/MO TRADING. 3) DIAMOND V CORP, 146 RD 454, GLENDIVE, MT, 01/2024, VICE PRESIDENT, FAMILY CORPORATION, NIR, 0 HR/MO, 0 HR/MO TRADING. 4) KUBESH INVESTMENT & FINANCIAL, 6026 White Deer Lane, Freeland WA 98249, United States, 10/15/2024, Owner, DBA Name, INV REL, 150 HR/MO - 8 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 03/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 6) LANCASTER HEIGHTS WATER ASSOCIATION, Well house, Freeland WA 98249, United States, 11/02/2024, President, Community water association, NIR, 1/MO - 0/Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-15
• S63 Uniform Securities Agent State Law Examination
  1986-01-08

Other Names

• Barbara Jean Kubesh
• Barbara Jean Jarussi
• Barbara J Kubesh
• Barbara Jean Kovalik
• Barbara Jarussi
• Barbara Kubesh