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Jeffrey Allen Barker

Cambridge Investment Research, Inc.

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About Jeffrey Allen Barker

Jeffrey Allen Barker is a financial professional with over 40 years of experience in the financial services industry. Jeffrey is currently registered with Cambridge Investment Research, Inc. in Pennsylvania. Jeffrey has previously held positions with firms including AIG Capital Services, Inc., American General Equity Services Corporation, MetLife Investors Distribution Company, Tower Square Securities, Inc., Amfire, Inc. and Travelers Equities Sales, Inc. Jeffrey is licensed to sell securities in Pennsylvania.

Firm Information

Jeffrey Barker 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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Jeffrey Barker’s Registration & Firm History

PA

06/25/2021 - Present

Cambridge Investment Research, Inc. (Irwin PA)

TX

06/28/2013 - 01/11/2021

AIG CAPITAL SERVICES, INC. (HOUSTON TX)

TX

06/15/2013 - 06/28/2013

AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)

CT

12/13/2005 - 09/20/2012

METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)

CA

12/06/1983 - 04/01/2006

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

NA

05/10/1983 - 11/28/1983

AMFIRE, INC.

NA

09/01/1977 - 05/31/1983

TRAVELERS EQUITIES SALES, INC.

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Licenses & Designations

BC

Issued 09/27/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/1987

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1985

Series 7 - General Securities Representative Examination

BC

Issued 08/22/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Allen Barker.
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