Megan Kaitlyn Johnson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Apr 2024 to now
- Principal Wealth GroupJan 2024 to now
- Cambridge Investment Research, Inc.May 2021 to now
- Athlon AdvisorsJan 2022 to Dec 2023
- Stocker Woods FinancialMay 2021 to Jan 2022
- David's BridalNov 2020 to May 2021
- Texas Tech UniversityAug 2018 to Dec 2021
- Swisher Courts/sports Support Athletic CenterSep 2016 to Aug 2018
- Instinct Volleyball ClubMay 2015 to Aug 2018
- Guyer High SchoolSep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 6811951
- Firm CRD
- 134139