Jacob
Heeren
Cambridge Investment Research Advisors, Inc
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About this Advisor
Jacob Heeren is a financial advisor based in Broomfield, Colorado who has 1 year of industry experience. Heeren is currently employed by Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Cambridge Investment Research Inc, Strategic Partners' Financial Group, University Of Kansas, Food For Thought Catering, LLC, Baxter And Associates, Surf Style, Freddy'S Frozen Custard, Genesis Health Clubs, Kapaun Mt. Carmel Catholic High School, Diva Furniture, Hopper'S Glass, Unemployed - Attending School and Cambridge Investment Research Advisors, Inc. Heeren maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Cambridge Investment Research Advisors, Inc is a business that has its headquarters in Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 people on staff. It administers $82 billion in assets across its 461,370 client accounts, placing it among the biggest firms in the nation 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 greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc provides a number 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 fees usually depend on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc likely 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
Jacob Heeren Work History
Jacob has been registered as a financial advisor for 1 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research Inc
Cambridge Investment Research Inc
Strategic Partners' Financial Group
University Of Kansas
Baxter And Associates
Hopper'S Glass
Food For Thought Catering, LLC
Freddy'S Frozen Custard
University Of Kansas
Diva Furniture
Genesis Health Clubs
Kapaun Mt. Carmel Catholic High School
Surf Style
Unemployed - Attending School
*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 Jacob Heeren 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
Salt Lake City, UT
Tulsa, OK
Fairfield, IA
Houston, TX
Ann Arbor, MI
Staten Island, NY
Ormond Beach, FL
Kennesaw, GA
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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