Jeremy
Werner
Cambridge Investment Research Advisors, Inc
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About this Advisor
Jeremy Werner is a financial advisor who works out of Shreveport, Louisiana who has 1 year of industry experience. Werner is an advisor for Cambridge Investment Research Advisors, Inc. Throughout their career, they have worked at Cambridge Investment Research, Inc, Audi Shreveport, Audi West County and Cambridge Investment Research Advisors, Inc. Werner has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana. Cambridge Investment Research Advisors, Inc is a financial advisory firm headquartered in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 people on staff. It controls $82 billion in assets under management across its 461,370 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cambridge Investment Research Advisors, Inc provides a diverse assortment of services, including 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 charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Cambridge Investment Research Advisors, Inc can be comprised 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
Jeremy Werner Work History
Jeremy has been registered as a financial advisor for 1 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Audi Shreveport
Audi West County
*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 Jeremy Werner 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
Houston, TX
Tolland, CT
Fairfield, IA
Glen Allen, VA
Roanoke, TX
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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