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Jill Rae Powers

Cambridge Investment Research Advisors, Inc.

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About Jill Rae Powers

Jill Rae Powers is a financial advisor with over 30 years of experience in the industry. Jill has been a registered representative of Cambridge Investment Research Advisors, Inc. since 2010. Prior to that, Jill worked for NRP FINANCIAL, INC. and SKY INVESTMENTS, INC. Jill has a wide range of experience in the financial services industry, including financial planning, portfolio management, and insurance sales. Jill is a Certified Financial Planner and is committed to providing her clients with personalized financial advice to help them achieve their financial goals. Jill has branch offices in both Bryan, OH and Angola, IN.

Firm Information

Jill Powers is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Jill Powers’s Registration & Firm History

OH

08/18/2016 - Present

Cambridge Investment Research Advisors, Inc. (BRYAN OH)

OH

03/24/2000 - 11/02/2010

NRP FINANCIAL, INC. (BRYAN OH)

OH

05/10/1993 - 03/24/2000

SKY INVESTMENTS, INC. (BRYAN OH)

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Licenses & Designations

IA

Issued 08/01/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/11/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Rae Powers.
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