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Jana Kennedy Stoermer

Cambridge Investment Research, Inc.

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About Jana Kennedy Stoermer

Jana Kennedy Stoermer is a financial advisor in Tyler, TX. Jana has been a registered representative for over 25 years and has worked for several firms, including MML Investors Services, LLC, A.G. Edwards & Sons, Inc., and Fahnestock & Co. Inc. Currently, Jana is associated with Cambridge Investment Research, Inc. and has been with them since August 2013.

Firm Information

Jana Stoermer is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jana Stoermer’s Registration & Firm History

TX

08/01/2013 - Present

Cambridge Investment Research, Inc. (TYLER TX)

TX

07/07/2003 - 06/05/2013

MML INVESTORS SERVICES, LLC (TYLER TX)

MO

08/14/2002 - 06/12/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

07/26/2002 - 08/14/2002

FAHNESTOCK & CO. INC. (NEW YORK NY)

MO

10/02/1997 - 06/18/2002

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

AR

11/13/1996 - 10/07/1997

FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 11/12/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jana Kennedy Stoermer. Review regulatory record here.
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