Cambridge Investment Research Advisors, Inc

Investment Advisor
in Clinton, IA

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About this Advisor

Jamie Hugunin is a financial advisor who works out of Clinton, Iowa, with 10 years of financial industry experience. Hugunin is an advisor for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Aflac, First Trust And Savings Bank, Clinton Community College, Central Bank Illinois, Nelsoncorp Wealth Management and Cambridge Investment Research Advisors, Inc. Hugunin maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Illinois and Iowa. Cambridge Investment Research Advisors, Inc is a business that has its headquarters in Clinton, Iowa. The firm has offices in 2,023 locations and a total of 3,264 financial advisors. It handles $82 billion in total assets between its 382,713 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to five charities and foundations. Of its 382,713 accounts, just 11% belong to high-net-worth investors who have more than $1 million in assets. The firm offers 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. Fees for financial advice typically depend on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc can be comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65

Years of Experience

10 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

880 13Th Ave N
Clinton, IA 52732-5116

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management


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


IA Average: 166
Total Number of Accounts


IA Average: 7,189
Average Account Size


IA 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

Jamie Hugunin Work History

Jamie has 10 years of experience.

2017 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2016 - Present (7 years)

Nelsoncorp Wealth Management

2014 - 2016 (2 years)

Central Bank Illinois

2013 - 2014 (1 year)


2012 - 2013 (1 year)

First Trust And Savings Bank

2012 - 2013 (1 year)

Clinton Community College


Jamie Hugunin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Ashish Phansopkar
Phoenix, AZ
Colleen Neuendorffer
Atlanta, GA
Mark Kaufman
Midland, TX
Anthony Rich
Saint Louis, MO
Brian Siems
Fairfield, IA
Brent Wadzita
Pensacola, FL
Lindsey Klinkhammer
Northfield, MN
Stephanie Olson
San Anselmo, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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