Jonathan Michael Powrozek
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 2026 to now
- Cambridge Investment Research Advisor, Inc.Jul 2026 to now
- Cambridge Investment Research, Inc.Jan 2024 to now
- Avantax Wealth ManagementJul 2023 to Jan 2024
- UnemployedApr 2023 to Jun 2023
- Chipotle Mexican GrillJan 2023 to Mar 2023
- UnemployedSep 2022 to Dec 2022
- Sigma Investment CounselorsMay 2022 to Aug 2022
- Michigan State UniversitySep 2021 to May 2022
- Doordash IncMay 2021 to Aug 2021
- UnemployedSep 2019 to Apr 2021
- Rochester Chop HouseApr 2019 to Aug 2019
- UnemployedNov 2018 to Mar 2019
- Dairy TreatMay 2018 to Oct 2018
- UnemployedJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7773000
- Firm CRD
- 134139