Jack
Derby

Cambridge Investment Research Advisors, Inc

CRD#2643058
Investment Advisor
in Denver, CO
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About this Advisor

Jack Derby is a certified financial planner whose office is in Denver, Colorado. Currently a registered advisor with Cambridge Investment Research Advisors, Inc, they have accrued an impressive 23 years of work experience as a financial advisor. Derby maintains Series 63 and Series 66 licenses, which qualify them as a securities broker. Derby is able to work with customers based out of Colorado. Throughout their career, they have worked at Derby Financial Group, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is based out of Denver, Colorado, and operates out of 1,728 additional locations in the United States. In total, Cambridge Investment Research Advisors, Inc manages $40 billion in assets across 225,374 accounts and employs more than 2,672 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 196,087 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Cambridge Investment Research Advisors, Inc offers 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

23 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

Disclosures

Yes

Office Location

3773 Cherry Creek Dr N Ste 575
Denver, CO 80209

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

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

2,672

CO Average: 166
Total Number of Accounts

225,374

CO Average: 7,189
Average Account Size

$178,862

CO Average: $1,287,990

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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

Jack Derby Work History

Jack has 23 years of experience.

2008 - Present (11 years)

Cambridge Investment Research, Inc

2008 - Present (11 years)

Cambridge Investment Research Advisors, Inc

1995 - Present (24 years)

Derby Financial Group

Disclosures

Jack Derby has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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