Jeremy Mashburn, financial advisor Waukesha WI
93 score

Jeremy Mashburn

CRD Number: 5889709
Current Firm: Cambridge Investment Research Advisors, Inc.

Jeremy Mashburn (CRD# 5889709) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Waukesha, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2012 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Jul 2012 - Current 4
Federal Express Waukesha, WI Jul 1994 - Current 22
New England Securities Brookfield, WI Feb 2011 - Jul 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Jeremy C. Mashburn
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • WI
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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