Jason
Smith

Cambridge Investment Research Advisors, Inc

CRD#4378444
Investment Advisor
in San Diego, CA

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About this Advisor

Jason Smith is a financial advisor who works in San Diego, California who has 9 years of industry experience. Smith is an advisor for Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Cambridge Investment Research Advisors Inc, Financial Telesis Inc, Hub International Investment Services Inc and Cambridge Investment Research Inc. Smith maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Cambridge Investment Research Advisors, Inc is a financial advisory company based in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It handles $82 billion in assets under management between its 461,370 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a broad assortment of services, such as 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. Financial management fee schedules largely vary depending on the services provided. However, fees charged by Cambridge Investment Research Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

9855 Scranton Rd. Ste 100
San Diego, CA 92121

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

CA Average: $9,259,360,772
Total Number of Employees

3,352

CA Average: 166
Total Number of Accounts

461,370

CA Average: 7,189
Average Account Size

$178,659

CA Average: $1,287,990

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

Jason Smith Work History

Jason has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Cambridge Investment Research Advisors Inc

2014 - Present (10 years)

Cambridge Investment Research Inc

2013 - Present (11 years)

Hub International Investment Services Inc

2008 - 2014 (6 years)

Financial Telesis 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 Jason Smith 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

Joseph Hadobas
Wexford, PA
Raymond Fornino
Coral Gables, FL
Noel Roach
Overland Park, KS
James Franceus
Lake Oswego, OR
Andrew Wood
Charlotte, NC
Enrico Bawar
Staten Island, NY
Theresa Hutchinson
Sewickley, PA
Laura Johnson
Walkersville, MD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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