Jesse
Hamilton
Cambridge Investment Research Advisors, Inc
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About this Advisor
Jesse Hamilton is a financial advisor based in Waco, Texas. Hamilton is on the advisory team at Cambridge Investment Research Advisors, Inc. During their career, Hamilton has held roles at Cambridge Investment Research Inc, Baylor University, Andrews Cadillac Company, Universal Music Group, Nightlight Donuts, Ravenwood High School, Clear Vista Financial and Cambridge Investment Research Advisors, Inc. Hamilton has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Cambridge Investment Research Advisors, Inc is a financial advisory company headquartered in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 employees. It has $82 billion in total assets among its 461,370 accounts, placing it among the largest firms in the United States by assets under management. The firm serves six charitable organizations. Of its 461,370 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a number 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. Financial management fees typically depend on the type of services provided. However, fee types charged by Cambridge Investment Research Advisors, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
Jesse Hamilton Work History
Jesse has been registered as a financial advisor for 0 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research Inc
Cambridge Investment Research Inc
Clear Vista Financial
Nightlight Donuts
Universal Music Group
Baylor University
Andrews Cadillac Company
Ravenwood High School
*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 Jesse Hamilton 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
Houston, TX
Tolland, CT
Fairfield, IA
Glen Allen, VA
Roanoke, TX
Staten Island, NY
Fairfield, IA
Kennesaw, GA
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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