Sally Marie Jermain
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7BFirm assets
Are you Sally Marie Jermain? Claim your profile
Contact this firm
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.Jan 2025 to now
- Cambridge Investment Research Advisor, Inc.Nov 2024 to now
- Cambridge Investment Research, Inc.Nov 2024 to now
- Fukumae & Saman LLCSep 2009 to now
- Jaime T. Fukumae CpaSep 2009 to now
- LPL Financial, LLCJun 2016 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4431065
- Firm CRD
- 134139