John Perrot
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.Jul 2024 to now
- Cambridge Investment Research, Inc.May 2023 to now
- Athlon Wealth AdvisorsMar 2023 to now
- UnemployedOct 2022 to Feb 2023
- Alight Financial SolutionsFeb 2022 to Sep 2022
- J.P. Morgan Securities LLCMay 2021 to Jan 2022
- JPMorgan Chase Bank, N.A.May 2021 to Jan 2022
- UnemployedJan 2021 to Apr 2021
- Alex Brown, A Division of Raymond JamesOct 2018 to Oct 2020
- Raymond James & Associates, Inc.Oct 2018 to Sep 2020
- E & J Management LLCDec 2017 to May 2018
- The Ups StoreJan 2017 to Sep 2018
- Loyola University of MarylandAug 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7031885
- Firm CRD
- 134139