Jessica Michelle Joseph
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2026 to now
- Cambridge Investment Research, Inc.Oct 2022 to now
- Cambridge Investment Research Advisors, Inc.Jan 2024 to May 2026
- EtoroJan 2022 to Oct 2022
- The Vanguard Group, Inc.Aug 2020 to Dec 2021
- UnemployedJun 2020 to Aug 2020
- Yc's Mongolian GrillJan 2020 to Mar 2020
- On SemiconductorMay 2019 to May 2020
- Performance SoftwareOct 2018 to Dec 2019
- Arizona State UniversityAug 2016 to May 2020
- Yc's Mongolian GrillNov 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7285288
- Firm CRD
- 134139