Jacob
Walters
Cambridge Investment Research Advisors, Inc
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About this Advisor
Jacob Walters is a financial advisor based in Fulton, Missouri, working with Cambridge Investment Research Advisors, Inc. Jacob has previously held positions at University Of Missouri, Massmutual Life Insurance Co, Mml Investors Services, LLC, Senior Marketing Specialists, First Midwest Bank, Silverball Arcade & Bar, Rock Bridge High School, Gentry Middle School, Lpl Financial, LLC, Convergence Financial, LLC, Cambridge Investment Research Inc, and Cambridge Investment Research Advisors Inc. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Jacob is part of Cambridge Investment Research Advisors, Inc, which operates out of Fulton, Missouri. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$87,368,733,496
3,312
448,526
$194,791
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 Walters Work History
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Lpl Financial, LLC
Convergence Financial, LLC
Massmutual Life Insurance Co
Mml Investors Services, LLC
Senior Marketing Specialists
Silverball Arcade & Bar
First Midwest Bank
University Of Missouri
Rock Bridge High School
Gentry Middle School
Disclosures
Please visit the SEC profile of Jacob Walters 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
Greenville, IL
Grand Junction, CO
Rochester, MI
Deerfield, IL
Camp Hill, PA
Dothan, AL
Massena, NY
Ramsey, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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