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Jerry John Wojt

Cambridge Investment Research, Inc.

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About Jerry John Wojt

Jerry John Wojt is a financial advisor with Cambridge Investment Research, Inc. located in CHARLOTTE, NC. Jerry has been working in the financial services industry since 1994 and has a broad range of experience in the field. Jerry holds the Series 6, 7, 9, 10, 63, and 65 licenses and has been registered with the state of North Carolina since 2022.

Firm Information

Jerry Wojt 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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Jerry Wojt’s Registration & Firm History

NC

02/02/2022 - Present

Cambridge Investment Research, Inc. (CHARLOTTE NC)

NC

07/23/2019 - 01/31/2022

DEMPSEY LORD SMITH, LLC (Cramerton NC)

NC

06/22/2018 - 07/22/2019

KALOS CAPITAL, INC. (BELMONT NC)

PA

03/24/2006 - 03/08/2018

SCOTTRADE, INC. (ALLENTOWN PA)

FL

03/12/2004 - 03/28/2006

VFINANCE INVESTMENTS, INC (BOCA RATON FL)

TX

06/17/1997 - 12/17/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MO

11/07/1996 - 11/19/1996

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

NY

07/07/1994 - 11/05/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

GA

11/09/1992 - 05/02/1994

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 08/04/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/08/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1994

Series 7 - General Securities Representative Examination

BC

Issued 11/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry John Wojt.
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