Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Armstrong Derby is a financial advisor with over 24 years of experience. Jack is a Registered Representative with Cambridge Investment Research Advisors, Inc. Jack works primarily with individuals and retirement plans, and has experience working with charitable organizations and state or municipal government entities. Jack has a strong background in financial planning and portfolio management. Jack is a Certified Financial Planner and a Chartered Financial Analyst. Jack also works as an independent insurance agent, as well as providing advisory services for Cambridge Investment Research, 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
CO
07/28/2008 - Present
Cambridge Investment Research Advisors, Inc. (Greenwood Village CO)
CO
12/13/2007 - 06/27/2008
MULTI-FINANCIAL SECURITIES CORPORATION (DENVER CO)
CO
11/05/2007 - 12/07/2007
RMIN SECURITIES, INC. (DENVER CO)
MA
05/28/2003 - 01/25/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
07/26/1995 - 05/23/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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