James Frederick Wessels
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
20 yearsExperience
2 statesRegistered in
CFA, PFSDesignations
$138.7BFirm assets
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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
20 years in the industry.
- Cambridge Investment Research Advisors, Inc.May 2020 to now
- Cambridge Investment Research, Inc.May 2020 to now
- Btl NetworkApr 2015 to now
- Technical Advisory Group (tag)May 2013 to now
- Gremler Financial GroupSep 2006 to now
- Voya Financial AdvisorsSep 2014 to May 2020
Designations
- CFA
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 2857100
- Firm CRD
- 134139