Jason Forgy, financial advisor Kansas City MO
93 score

Jason Forgy

CRD Number: 3143195
Current Firm: Cambridge Investment Research Advisors, Inc.

Jason Forgy (CRD# 3143195) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kansas City, MO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2005 - Current 11
Cambridge Investment Research, Inc. Fairfield, IA Mar 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Jason D. Forgy
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • KS
  • MO
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
93
Clean Record
This advisor has a clean track record with regulators.

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