Corey
Janoff

Cambridge Investment Research Advisors, Inc

CRD#5713618
Investment Advisor
in Portland, OR

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About this Advisor

Corey Janoff is a financial advisor who works in Portland, Oregon with a total of 12 years of industry experience. Janoff is currently employed by Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Janoff maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Texas. Cambridge Investment Research Advisors, Inc is a registered investment business that has its headquarters in Fairfield, IA. The firm has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in assets between its 461,370 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 461,370 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a number of services, such as 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 usually are based on the services provided. However, fees charged by Cambridge Investment Research Advisors, Inc can include some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

12 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

4380 S Macadam Ave Ste 245
Portland, OR 97239

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

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

3,352

OR Average: 166
Total Number of Accounts

461,370

OR Average: 7,189
Average Account Size

$178,659

OR 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

Corey Janoff Work History

Corey has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Cambridge Investment Research, Inc

2011 - Present (13 years)

Cambridge Investment Research Advisors, 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 Corey Janoff 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

Tomas Cern
Tolland, CT
Mitchell Robinson
Tulsa, OK
Laurie Taylor
Ormond Beach, FL
Herbert Modrak
Glen Allen, VA
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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