Christopher
Jeffers

Cambridge Investment Research Advisors, Inc

CRD#2621034
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

19 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

Disclosures

No

Office Location

15770 Dallas Pkwy Ste 910
Dallas, TX 75248

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

TX Average: 166
Total Number of Accounts

276,236

TX Average: 7,189
Average Account Size

$160,469

TX Average: $1,287,990

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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.

2014 - Present (5 years)

Cambridge Investment Research Inc

2014 - Present (5 years)

Cambridge Investment Research Advisors Inc

1999 - 2014 (15 years)

Axa Advisors, LLC

Disclosures

Christopher Jeffers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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