Jessica Dillon (CRD# 6831027) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grinnell, IA and has over 6 years of experience in the finance industry.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 4782220
Edward Jones
CRD# 5641788
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2020 - Current | 3 |
| Triangle Financial Services | Des Moines, IA | Sep 2017 - Aug 2020 | 2 |
| Harbour Investments, Inc. | Madison, WI | Sep 2017 - Aug 2020 | 2 |
| Self Employed | Grinnell, IA | Jan 2017 - Aug 2017 | < 1 |
| Grinnell College, Office Of Investments | Grinnell, IA | Feb 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- IA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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