Jason Luders, financial advisor Cedar Falls IA
90 score

Jason Luders

CRD Number: 6041684
Current Firm: Cambridge Investment Research Advisors, Inc.

Jason Luders (CRD# 6041684) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Falls, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Apr 2012 - Current 4
Rda Financial Network, Inc. North Liberty, IA Jan 2013 - Jan 2016 3
Yantis & Associates Financial Advisors Cedar Falls, IA Mar 2009 - Dec 2015 6
Lowes Home Improvement Waterloo, IA Oct 2008 - Aug 2015 6
University Of Northern Iowa Cedar Falls, IA Aug 2001 - Dec 2008 7
Sears Holdings Corporation Waterloo, IA Nov 2002 - Oct 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jason C. Luders
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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