Jonathan Dickerson, financial advisor Spartanburg SC
68 score

Jonathan Dickerson

CRD Number: 5506688
Current Firm: Cambridge Investment Research Advisors, Inc.

Jonathan Dickerson (CRD# 5506688) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Spartanburg, SC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Mar 2016 - Current < 1
Transamerica Financial Advisors, Inc. Spartanburg, SC Mar 2011 - Mar 2016 5
Unemployed Sunny Isles Beach, FL Jan 2011 - Mar 2011 < 1
Chase Investment Services Corp. Columbus, OH Oct 2009 - Jan 2011 1
Jp Morgan Chase Newark, DE Apr 2009 - Jan 2011 1
Unemployed Tampa, FL Jan 2009 - Apr 2009 < 1
Cellular World Belize City, Jul 2008 - Jan 2009 < 1
Ameriprise Financial Services, Inc. Minneapolis, MN Mar 2008 - Jul 2008 < 1
Assemblies Of God World Missions San Jose, Jun 2007 - Mar 2008 < 1
Unemployed St Petersburg, FL Sep 2006 - Jun 2007 < 1
Texas Cattle Company St. Petersburg, FL Dec 2003 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jonathan R. Dickerson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • SC
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
68

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