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John Thomas Donnelly

Cambridge Investment Research, Inc.

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About John Thomas Donnelly

John Thomas Donnelly is a financial advisor with Cambridge Investment Research, Inc. John has been in the financial services industry since 2008. John is registered with the state of Florida. John holds the Series 6 and SIE licenses. John has previously worked with CREATIVEONE SECURITIES, LLC, NATIONAL PLANNING CORPORATION, and PRINCOR FINANCIAL SERVICES CORPORATION.

Firm Information

John Donnelly 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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John Donnelly’s Registration & Firm History

FL

02/01/2023 - Present

Cambridge Investment Research, Inc. (Jacksonville FL)

FL

03/15/2013 - 12/31/2022

CREATIVEONE SECURITIES, LLC (JACKSONVILLE FL)

FL

10/06/2011 - 02/15/2013

NATIONAL PLANNING CORPORATION (JACKSONVILLE FL)

FL

09/17/2008 - 10/03/2011

PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Thomas Donnelly. Review regulatory record here.
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