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 15 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Dec 2014 - Current||2|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Dec 2014 - Current||2|
|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||15|
|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|
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:
- Customer Dispute
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