Jacqueline
Stacey

Cambridge Investment Research Advisors, Inc

CRD#4834891
Investment Advisor
in Mason, OH

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About this Advisor

Jacqueline Stacey is a certified financial planner working in Mason, Ohio with 5 years of relevant experience. Stacey is currently employed by Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Sunset Financial Services, Securities America, Inc, Private Client Services, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Stacey has a Series 63 license, designating them as a securities broker, and is able to advise clients in Ohio. Cambridge Investment Research Advisors, Inc is a registered investment company operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 employees. It handles $82 billion in assets under management among its 461,370 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves six charitable organizations. Of its 461,370 customer accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a broad array 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 service is offered. However, fee types charged by Cambridge Investment Research Advisors, Inc likely are comprised of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

8118 Corporate Way #140
Mason, OH 45040

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

OH Average: 166
Total Number of Accounts

461,370

OH Average: 7,189
Average Account Size

$178,659

OH 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 Stacey Work History

Jacqueline has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cambridge Investment Research, Inc

2018 - Present (6 years)

Cambridge Investment Research Advisors, Inc

2015 - Present (9 years)

Private Client Services

2011 - Present (13 years)

Sunset Financial Services

2014 - 2014 (< 1 year)

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 Jacqueline Stacey 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
Tomas Cern
Tolland, CT
Laurie Taylor
Ormond Beach, FL
John Ladick
Fairfield, IA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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