Jessica Alane Saunders
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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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
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2025 to now
- Cambridge Investment Research, Inc.Jan 2025 to now
- Lanikai Wealth Management, LLCMar 2020 to now
- Prosperitas Financial, LLCAug 2023 to Nov 2024
- Noblebridge Wealth LLCFeb 2023 to Aug 2023
- Purshe Kaplan Sterling InvestmentsMay 2021 to Mar 2023
- Abundant Wealth StrategiesSep 2020 to Jan 2023
- UnemployedOct 2019 to Mar 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2019
- Wells Fargo Advisors LLCFeb 2009 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5558642
- Firm CRD
- 134139