Jason
Vos

Cambridge Investment Research Advisors, Inc

CRD#5347232
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jason Vos is an advisor whose office is in West Des Moines, Iowa. Currently a registered financial advisor with Cambridge Investment Research Advisors, Inc, Vos has 11 years of practice in the financial advisory industry. Vos maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Vos is registered to act as a financial advisor in Iowa and Texas. Over the course of their career, they have held roles at Waddell & Reed, Inc, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in West Des Moines, Iowa, and has 1,728 additional offices in the United States. In aggregate, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets throughout 225,374 client accounts and retains more than 2,672 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Cambridge Investment Research Advisors, Inc provides 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 65

Years of Experience

11 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

No

Office Location

West Des Moines, IA

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

IA Average: 166
Total Number of Accounts

276,236

IA Average: 7,189
Average Account Size

$160,469

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

Jason Vos Work History

Jason has 11 years of experience.

2010 - Present (9 years)

Cambridge Investment Research, Inc

2010 - Present (9 years)

Cambridge Investment Research Advisors, Inc

2007 - 2010 (3 years)

Waddell & Reed, Inc

Disclosures

Jason Vos has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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