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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Vanwart, SR is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc., and has been in the financial services industry since 1990. Jeffery has worked for several other firms prior to Cambridge Investment Research Advisors, Inc., including Cantella & Co., Inc., and APS Financial Corporation. Jeffery holds multiple licenses including Series 63, 65, 7 and 24 and has a strong background in providing financial advice to individuals and businesses. Jeffery is dedicated to helping clients reach their financial goals.
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
TX
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
09/11/2006 - 12/09/2022
CANTELLA & CO., INC. (HOUSTON TX)
TX
06/02/1997 - 09/26/2006
APS FINANCIAL CORPORATION (HOUSTON TX)
NY
09/30/1996 - 12/31/1996
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
FL
01/31/1995 - 08/05/1996
LEHWALD, OROSEY & PEPE INCORPORATED (BOCA RATON FL)
NY
04/28/1994 - 02/01/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
FL
07/26/1990 - 05/03/1994
MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC. (FORT LAUDERDALE FL)
FL
07/26/1990 - 05/03/1994
MARCUS, STOWELL & BEYE, INC. (FORT LAUDERDALE FL)
NY
03/16/1990 - 07/03/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/25/1989 - 02/06/1990
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
IA
Issued 11/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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