Michael Jay Kapolka
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
35 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
35 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2021 to now
- Cambridge Investment Research, Inc.Aug 2021 to now
- M. Jay Kapolka CpaSep 1991 to now
- Avantax Insurance Agency LLCJan 1999 to Aug 2021
- Avantax Advisory ServicesMar 1998 to Aug 2021
- Avantax Investment Services, Inc.Jun 1996 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2629565
- Firm CRD
- 134139