Jonathan Mac Lafferty
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2023 to now
- Cambridge Investment Research, Inc.Mar 2023 to now
- Principal Securities IncMar 2016 to Mar 2023
- Principal Life InsuranceJul 2015 to Mar 2023
- Lafferty & Associates, LLCJul 2009 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 3120927
- Firm CRD
- 134139