Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Earl? Claim Your ProfileEarl T Jewkes is a financial advisor with Cambridge Investment Research Advisors, Inc., working out of their Toquerville, UT office. Earl has been in the financial services industry since 1996. Earl holds Series 6, 7, 63 and 65 licenses as well as the SIE. Earl is registered in North Carolina, South Carolina, and Utah as a broker and investment advisor. Earl has prior experience with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
UT
08/30/2021 - Present
Cambridge Investment Research Advisors, Inc. (Toquerville UT)
NC
01/01/2008 - 07/19/2011
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
07/17/1996 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (DURHAM NC)
IA
Issued 05/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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