Aaron Jason Robinson

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 → 07/2017
  Cambridge Investment Research Inc
  Caledonia, MI
• 08/2010 → 07/2017
  Cambridge Investment Research Advisors, Inc
  Caledonia, MI
• 10/2018 → 04/2019
  Tiaa
  Kalamazoo, MI
• 10/2018 → 03/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Kalamazoo, MI
• 07/2017 → 10/2018
  Self-Employed Non-Securities Related
  Byron Center, MI
• 03/2021 → 02/2022
  Massmutual Life Insurance Co
  Fenton, MI
• 03/2021 → 02/2022
  Mml Investors Services, Llc
  Fenton, MI
• 04/2019 → 11/2019
  Self-Employed Non-Securities Related
  Byron Center, MI
• 11/2019 → Present
  Edge Insurance Group
  Grandville, MI
• 02/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-03-25 → 2022-02-24
  Mml Investors Services, Llc
  Fenton, MI
• 2018-11-07 → 2019-04-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Kalamazoo, MI
• 2010-12-22 → 2017-07-27
  Cambridge Investment Research Advisors, Inc.
  Caledonia, MI

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2024, AS ADMINISTRATIVE REP OF A RIA, INV REL, 80 HR/MO 80 HR/MO TRADING 2) EDGE INSURANCE GROUP, 5570 Wilson Ave SW, Suite D, Grandville MI 49418, United States, 11/24/2025, Agent, Insurance/Benefits/Human Resources, NIR, 160 HR/MO - 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-12-21
• S63 Uniform Securities Agent State Law Examination
  1998-08-21