Jiang He
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Jiang He? 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
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jul 2026 to now
- Cambridge Investment Research, Inc.Jul 2026 to now
- Yola Transocean Inc.Aug 2025 to Oct 2025
- Waaallet LLCApr 2025 to Jun 2026
- Extended TravelOct 2024 to Mar 2025
- Citic Securities Company LimitedNov 2014 to Sep 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8298635
- Firm CRD
- 134139