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Jon Michael Virostek

Cambridge Investment Research, Inc.

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About Jon Michael Virostek

Jon Michael Virostek is a financial advisor at Cambridge Investment Research, Inc. Jon has been in the industry since 1996. Jon is licensed in Arkansas, California, Colorado, Florida, Oklahoma, Tennessee and Texas. Jon has a Series 63, Series 7 and SIE licenses. Jon previously worked at CANTELLA & CO., INC., KOVACK SECURITIES INC., CUSO FINANCIAL SERVICES, L.P., THE BAKER GROUP, LP, BREAN CAPITAL, LLC, CANTOR FITZGERALD & CO., STIFEL, NICOLAUS & COMPANY, INCORPORATED, JAMES BAKER & ASSOCIATES, A LIMITED PARTNERSHIP and MORGAN KEEGAN & COMPANY, INC..

Firm Information

Jon Virostek 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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Jon Virostek’s Registration & Firm History

TX

12/09/2022 - Present

Cambridge Investment Research, Inc. (Austin TX)

TX

06/16/2020 - 12/09/2022

CANTELLA & CO., INC. (Austin TX)

TX

03/30/2020 - 06/12/2020

KOVACK SECURITIES INC. (Austin TX)

TX

11/01/2018 - 03/30/2020

CUSO FINANCIAL SERVICES, L.P. (Austin TX)

TX

09/07/2017 - 10/29/2018

THE BAKER GROUP, LP (AUSTIN TX)

TX

07/01/2016 - 09/05/2017

BREAN CAPITAL, LLC (AUSTIN TX)

NY

01/20/2016 - 06/08/2016

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

04/09/2015 - 01/26/2016

BREAN CAPITAL, LLC (NEW YORK NY)

TX

09/20/2013 - 04/13/2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED (AUSTIN TX)

OK

09/03/2002 - 07/02/2013

THE BAKER GROUP, LP (OKLAHOMA CITY OK)

TN

08/02/2001 - 09/05/2002

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

OK

07/25/1994 - 08/18/1999

JAMES BAKER & ASSOCIATES, A LIMITED PARTNERSHIP (OKLAHOMA CITY OK)

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Licenses & Designations

BC

Issued 07/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Michael Virostek.
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