Jacob Ives Fremgen
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Cambridge Investment Research Advisors, Inc.Aug 2026 to now
- Cambridge Investment Research, Inc.Aug 2026 to now
- N/aFeb 2025 to Aug 2026
- Revolt FinancialJan 2025 to Feb 2025
- Cetera Investment Advisers LLCJun 2023 to Jan 2025
- Cetera Advisor Networks LLCFeb 2022 to Jan 2025
- Cetera Advisors LLCFeb 2022 to Jan 2025
- Cetera Financial Specialists LLCFeb 2022 to Jan 2025
- Cetera Investment Services LLCFeb 2022 to Jan 2025
- Kestra Financial, Inc.Jan 2020 to Feb 2022
- Cuso, LPOct 2018 to Jan 2020
- University Federal Credit UnionMay 2017 to Jan 2020
- Uptown Valet and TransportationMay 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7050954
- Firm CRD
- 134139