Jonathan Mark Spangler
Investment adviser representative at Cambridge Advisors Inc
12 yearsExperience
2 statesRegistered in
$693.5MFirm assets
36 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cambridge Advisors Inc.Mar 2024 to now
- Woodmen Financial Services, Inc.Jul 2014 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Cambridge Advisors Inc
$693.5MAssets managed
287Clients
4Advisers
36 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
- 5485718
- Firm CRD
- 104851