Jacqueline
Chan

Cambridge Investment Research Advisors, Inc

CRD#5558003
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Jacqueline Chan is a financial advisor based out of Fort Lee, New Jersey with a total of 7 years of industry experience. Chan is an advisor for Cambridge Investment Research Advisors, Inc. Throughout their career, Chan has worked at Ac Financial Advisory, Saxony Securities, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Vns Select Health. Chan maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Texas. Cambridge Investment Research Advisors, Inc is a firm operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It manages $82 billion in assets across its 461,370 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a number 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. Financial advisory fees usually are based on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

2125 Center Ave. Ste. 102
Fort Lee, NJ 07024

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

NJ Average: 166
Total Number of Accounts

461,370

NJ Average: 7,189
Average Account Size

$178,659

NJ 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

Jacqueline Chan Work History

Jacqueline has been registered as a financial advisor for 7 years.*

2014 - Present (10 years)

Cambridge Investment Research, Inc

2014 - Present (10 years)

Cambridge Investment Research Advisors, Inc

2008 - Present (16 years)

Ac Financial Advisory

2012 - 2014 (2 years)

Vns Select Health

2008 - 2014 (6 years)

Saxony Securities

*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 Jacqueline Chan 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

Herbert Modrak
Glen Allen, VA
Richard Habel
Salt Lake City, UT
Laurie Taylor
Ormond Beach, FL
Ryan Bouchard
Kennesaw, GA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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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