Jonathan Asher Woods
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.
- Cambridge Investment Research Advisors, Inc.Jan 2026 to now
- Cambridge Investment Research, Inc.Sep 2024 to now
- Surf HatterasMay 2024 to Aug 2024
- Eastern Mennonite High SchoolFeb 2024 to May 2024
- Lakeview Golf ClubJan 2024 to May 2024
- Cuban BurgerJun 2023 to Sep 2023
- Radford DrugJun 2022 to Aug 2022
- James Madison UniversityAug 2020 to May 2024
- Pete Dye River CourseMay 2020 to Sep 2020
- Radford High SchoolJan 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7986286
- Firm CRD
- 134139