Jesse Hamilton, financial advisor Waco TX

Jesse Hamilton

CRD Number: 7259364
Current Firm: Cambridge Investment Research Advisors, Inc.

Jesse Hamilton (CRD# 7259364) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waco, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2023 - Current 1
Cambridge Investment Research Inc. Fairfield, IA May 2021 - Current 3
Cambridge Investment Research Inc. Fairfield, IA May 2020 - Jan 2023 2
Clear Vista Financial Waco, TX May 2020 - Jan 2023 2
Baylor University Waco, TX Aug 2015 - Dec 2020 5
Nightlight Donuts Waco, TX May 2019 - Aug 2019 < 1
Universal Music Group Brentwood, TN May 2018 - Aug 2018 < 1
Andrews Cadillac Company Brentwood, TN May 2015 - Aug 2017 2
Ravenwood High School Brentwood, TN May 2011 - Aug 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2021
Contact Info for Jesse Hamilton
Phone Number: 641-472-5100
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
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, WY

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