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Tyler Danielle Jackson

Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 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

11 years in the industry.

  1. Cambridge Investment Research Advisors, Inc.Jun 2023 to now
  2. Cambridge Investment Research, Inc.Jun 2023 to now
  3. Summit Financial SolutionsMay 2023 to now
  4. Morgan StanleyJun 2022 to May 2023
  5. Farmers InsuranceMay 2021 to Jul 2021
  6. Grand Canyon UniversityJun 2019 to Apr 2022
  7. Desert Vista High SchoolJul 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
7533985
Firm CRD
134139
Advisor's SEC record (opens in a new tab)
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