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Jason Harold Woepking

Cambridge Investment Research, Inc.

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About Jason Harold Woepking

Jason Harold Woepking is a financial advisor with Cambridge Investment Research, Inc.. Jason has been a registered representative for over 15 years. Jason has passed the Series 7, Series 24 and SIE exams. Currently, Jason works out of the Muscatine, IA branch office of Cambridge Investment Research, Inc..

Firm Information

Jason Woepking 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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Jason Woepking’s Registration & Firm History

IA

08/13/2024 - Present

Cambridge Investment Research, Inc. (MUSCATINE IA)

IA

01/01/2008 - 06/18/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (MUSCATINE IA)

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Licenses & Designations

BC

Issued 05/02/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Harold Woepking.
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