Jeremy MashburnCRD 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.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|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|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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