Jack Martin Taylor
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Jack Martin Taylor? Claim your profile
Contact this firm
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
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2025 to now
- Sequent Planning LLCJan 2025 to May 2025
- Futurity First Insurance GroupJul 2024 to May 2025
- UnemployedMay 2024 to Jul 2024
- Bt&co. PaMay 2023 to Jul 2023
- DoordashMay 2022 to Aug 2022
- Fine Lines WichitaMay 2021 to Jul 2021
- Tabor CollegeAug 2020 to May 2024
- Andover High SchoolJan 2015 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8031193
- Firm CRD
- 134139