Cambridge Investment Research Advisors, Inc
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About this Advisor
Christopher Jeffers is an investment advisor who lives in Dallas, Texas. Currently an advisor at Cambridge Investment Research Advisors, Inc, they have accumulated 19 years of practice in the financial advisory industry. Jeffers maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Jeffers is able to operate based out of Texas. During their career, the advisor has held roles at Axa Advisors, LLC, Cambridge Investment Research Inc and Cambridge Investment Research Advisors Inc. Cambridge Investment Research Advisors, Inc is headquartered in Dallas, Texas, and has 1,728 other brick-and-mortar locations across the country. Overall, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets throughout 225,374 client accounts and employs more than 2,672 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 196,087 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Cambridge Investment Research Advisors, Inc can provide 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 firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Cambridge Investment Research Advisors, Inc Brokerage Details
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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
Christopher Jeffers Work History
Christopher has 19 years of experience.
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Axa Advisors, LLC
Christopher Jeffers has no disclosures.
Please visit their SEC profile for more details.