Michael
Jewell

Cambridge Investment Research Advisors, Inc

CRD#6331890
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Michael Jewell is a financial advisor based in Oklahoma City, Oklahoma, working with Cambridge Investment Research Advisors, Inc. Michael has previously held positions at Oklahoma State University, Royal Alliance Associates, Inc, Cambridge Investment Research, Inc, Higginbotham Insurance, Bleuchip Solutions, LLC, Cambridge Investment Research Advisors, Inc, Northwestern Mutual, and Sii. Michael has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Michael is part of Cambridge Investment Research Advisors, Inc, which operates out of Oklahoma City, Oklahoma. 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

Series 66, Series 63, Series 65

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

700 Cedar Lake Blvd.
Oklahoma City, OK 73114

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

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

3,312

OK Average: 166
Total Number of Accounts

448,526

OK Average: 7,189
Average Account Size

$194,791

OK 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

Michael Jewell Work History

2023 - Present (1 year)

Cambridge Investment Research, Inc

2023 - Present (1 year)

Cambridge Investment Research Advisors, Inc

2023 - 2023 (< 1 year)

Cambridge Investment Research, Inc

2022 - 2023 (1 year)

Bleuchip Solutions, LLC

2019 - 2022 (3 years)

Higginbotham Insurance

2018 - 2019 (1 year)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Sii

2014 - 2015 (1 year)

Northwestern Mutual

2012 - 2016 (4 years)

Oklahoma State University

Disclosures

Please visit the SEC profile of Michael Jewell 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

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
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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