Jeffrey R. Todd
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Jeffrey R. Todd? 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
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Feb 2026 to now
- Cambridge Investment Research, Inc.Feb 2026 to now
- LPL Financial LLCMay 2025 to Feb 2026
- Grove Point Advisors, LLCApr 2021 to May 2025
- Grove Point Investments, LLCApr 2021 to May 2025
- H. Beck, Inc.Sep 2013 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 4562828
- Firm CRD
- 134139