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Jolene Laro Smathers

Cambridge Investment Research, Inc.

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About Jolene Laro Smathers

Jolene Laro Smathers is a financial professional affiliated with Cambridge Investment Research, Inc.. Jolene holds the Series 7TO and SIE licenses. Jolene has been active in the industry since March 7, 2024. The advisor's current branch office location is in Charlotte, NC.

Firm Information

Jolene Smathers 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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Jolene Smathers’s Registration & Firm History

NC

03/08/2024 - Present

Cambridge Investment Research, Inc. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 03/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jolene Laro Smathers.
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