Jack Zade (CRD# 7001351) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Clemens, MI and has over 3 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2023 - Current | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2023 - Current | < 1 |
| Fox Chase Capital Partners, LLC | Springfield, NJ | Feb 2021 - Apr 2023 | 2 |
| Ascendant Alternative Strategies, LLC | New York, NY | Sep 2020 - Feb 2021 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2019 - Sep 2020 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2019 - Sep 2020 | 1 |
| C.j. Barrymore's Entertainment | Clinton Township, MI | Jun 2012 - Aug 2019 | 7 |
| Full-time Education | Troy, MI | Aug 2008 - Mar 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- MI
- TX
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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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