Jonathan Brian Suley
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
22 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
22 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2018 to now
- Cambridge Investment Research, Inc.Dec 2018 to now
- Dynasty Real Estate Investments, IncMar 2004 to now
- Cetera Financial Specialists LLCMar 2007 to Dec 2016
- Cetera Investment Advisers LLCMar 2007 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (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
- 4350195
- Firm CRD
- 134139