Jacob M Heeren
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
13 yearsExperience
4 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
13 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2022 to now
- Cambridge Investment Research Inc.Apr 2021 to now
- Strategic Partners' Financial GroupApr 2021 to now
- Baxter and AssociatesJun 2020 to Jul 2020
- Hopper's GlassJun 2020 to Jul 2020
- Food for Thought Catering, LLCSep 2018 to May 2021
- Freddy's Frozen CustardMay 2018 to Aug 2018
- University of KansasAug 2017 to May 2021
- Diva FurnitureJan 2016 to May 2017
- Genesis Health ClubsMay 2015 to Jul 2017
- Kapaun Mt. Carmel Catholic High SchoolAug 2014 to May 2017
- Surf StyleMay 2013 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (CO, KS, TX, WY).
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
- 7267422
- Firm CRD
- 134139