Matthew
Jones

Cambridge Investment Research Advisors, Inc

CRD#4905061
Investment Advisor
in Omaha, NE

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About this Advisor

Matthew Jones is a financial advisor who works out of Omaha, Nebraska with 1 year of relevant experience. Jones currently works for Cambridge Investment Research Advisors, Inc. During their career, Jones has held roles at Securities America, Inc, Securities America Advisors, Inc, Cambridge Investment Research Inc and Cambridge Investment Research Advisors Inc. Jones maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa and Nebraska. Cambridge Investment Research Advisors, Inc is an advisory firm based out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 financial advisors. It manages $82 billion in assets under management between its 461,370 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. Cambridge Investment Research Advisors, Inc performs a diverse set 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by Cambridge Investment Research Advisors, Inc most likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Omaha, NE

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NE Average: 166
Total Number of Accounts

461,370

NE Average: 7,189
Average Account Size

$178,659

NE Average: $1,287,990

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

Matthew Jones Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cambridge Investment Research Inc

2022 - Present (2 years)

Cambridge Investment Research Advisors Inc

2021 - Present (3 years)

Cambridge Investment Research Inc

2011 - 2021 (10 years)

Securities America Advisors, Inc

2005 - 2021 (16 years)

Securities America, Inc

*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 Matthew Jones 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

Andrew Wittich
Houston, TX
Tomas Cern
Tolland, CT
John Ladick
Fairfield, IA
Herbert Modrak
Glen Allen, VA
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Crescencio Alvarez
Fairfield, IA
Laurie Taylor
Ormond Beach, FL

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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