Jason BrotskyCRD Number: 4485934
Current Firm: Cambridge Investment Research Advisors, Inc.
Jason Brotsky (CRD# 4485934) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 16 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Dec 2014 - Current||3|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Dec 2014 - Current||3|
|Strategic Partners Financial Group||Wichita, KS||Sep 2014 - Current||3|
|Das Financial||Olathe, KS||Jun 2014 - Current||3|
|Dunning Financial||Wichita, KS||Sep 2010 - Current||7|
|Financial Innovations, LLC||Andover, KS||Jan 2002 - Current||16|
|United Planners Financial Services||Scottsdale, AZ||Apr 2010 - Dec 2014||4|
|Prudential Insurance Company Of America||Wichita, KS||Jun 2002 - May 2010||7|
|Pruco Securities Corporation||Wichita, KS||Jun 2002 - May 2010||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
- Customer Dispute
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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, WY