Jeremy
Benoit

Cambridge Investment Research Advisors, Inc

CRD#2277073
Investment Advisor
in Concord, NH

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About this Advisor

Jeremy Benoit is a financial advisor who works out of Concord, New Hampshire with 6 years of industry experience. Benoit currently works for Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at New England Employee Benefits Company Neebco, Lincoln Financial Securities, Cambridge Investment Research, Cambridge Investment Research Advisors Inc, Axiom Advisors, LLC, Bedford Nh and Benoit Financial Planners. Benoit maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Hampshire. Cambridge Investment Research Advisors, Inc is an advisory business based out of Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 employees. It administers $82 billion in total assets among its 461,370 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 461,370 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm provides a wide 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 fee schedules depend on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc may include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

19 Chenell Dr. Ste 1A
Concord, NH 03301

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NH Average: 166
Total Number of Accounts

461,370

NH Average: 7,189
Average Account Size

$178,659

NH 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

Jeremy Benoit Work History

Jeremy has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Benoit Financial Planners

2018 - Present (6 years)

Axiom Advisors, LLC, Bedford Nh

2017 - Present (7 years)

Cambridge Investment Research

2017 - Present (7 years)

Cambridge Investment Research Advisors Inc

2008 - 2017 (9 years)

Lincoln Financial Securities

2002 - 2019 (17 years)

New England Employee Benefits Company Neebco

*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 Benoit 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

Gale Hopkins
Fairfield, IA
Dave Morris
Atlanta, GA
Stacy Robinson
South Haven, MI
Kevin Currutt
Cleveland, OH
Kenneth Dehart
Charlotte, NC
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Tomas Cern
Tolland, CT

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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