Jay
Mcclintock
Cambridge Investment Research Advisors, Inc
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About this Advisor
Jay Mcclintock is a financial advisor based out of Phoenix, Arizona with a total of 15 years of industry experience. Mcclintock is on the advisory team at Cambridge Investment Research Advisors, Inc. Over the course of their career, Mcclintock has held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Mcclintock maintains Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona. Cambridge Investment Research Advisors, Inc is an advisory firm operating out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 financial advisors. It handles $82 billion in assets among its 461,370 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc can include any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Jay Mcclintock Work History
Jay has been registered as a financial advisor for 15 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jay Mcclintock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Houston, TX
Tolland, CT
Ormond Beach, FL
Glen Allen, VA
Roanoke, TX
Staten Island, NY
Brentwood, TN
Fairfield, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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