Gary
Jeweler

Cambridge Investment Research Advisors, Inc

CRD#3010702
Investment Advisor
in Seattle, WA
Are you Gary Jeweler? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gary Jeweler is a certified financial planner and personal financial specialist operating out of Seattle, Washington, with 16 years in the industry. Jeweler currently works for Cambridge Investment Research Advisors, Inc. During their career, the advisor has held roles at Commonwealth Financial Network, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Ameriprise Financial Services Inc and Block Advisors. Jeweler has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Cambridge Investment Research Advisors, Inc is a firm based out of Seattle, Washington. The investment advisory business has offices in 1,728 locations and a total of 2,672 people on staff. It administers $40 billion in assets between its 225,374 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 175 charities and foundations. Of its 225,374 customer accounts, just 7% belong to high-net-worth individuals who have more than $1 million in assets. The company performs a wide array 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 for financial advice typically are based on which services the firm provides the client. Fees charged by Cambridge Investment Research Advisors, Inc may include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Personal Financial Specialist

Years of Experience

16 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

Yes

Office Location

2815 Eastlake Ave. E Ste 300
Seattle, WA 98102

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

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

2,857

WA Average: 166
Total Number of Accounts

276,236

WA Average: 7,189
Average Account Size

$160,469

WA Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Gary Jeweler Work History

Gary has 16 years of experience.

2017 - Present (2 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (2 years)

Cambridge Investment Research, Inc

2017 - Present (2 years)

Block Advisors

2016 - 2016 (< 1 year)

Ameriprise Financial Services Inc

2013 - 2016 (3 years)

Cambridge Investment Research, Inc

2013 - 2016 (3 years)

Cambridge Investment Research Advisors, Inc

2002 - 2013 (11 years)

Commonwealth Financial Network

Disclosures

Gary Jeweler has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started