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Jeffery King Van wart

Cambridge Investment Research, Inc.

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About Jeffery King Van wart

Jeffery Van wart is a financial advisor with Cambridge Investment Research, Inc. Jeffery's background includes experience in the financial services industry. Jeffery Van wart is a registered representative of Cambridge Investment Research, Inc., a registered broker-dealer and investment advisor. Jeffery holds the Series 7TO and SIE licenses.

Firm Information

Jeffery Van wart 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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Jeffery Van wart’s Registration & Firm History

TX

05/17/2024 - Present

Cambridge Investment Research, Inc. (HOUSTON TX)

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Licenses & Designations

BC

Issued 05/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery King Van wart.
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