Jason Russell Brotsky
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
24 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Jason Russell Brotsky? 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
24 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2014 to now
- Cambridge Investment Research IncDec 2014 to now
- Strategic Partners Financial GroupSep 2014 to now
- Das FinancialJun 2014 to now
- Dunning FinancialSep 2010 to now
- Financial Innovations, LLC.Jan 2002 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 4485934
- Firm CRD
- 134139