BK
Barbara J. Kubesh
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Freeland, WA
Some features on this profile are disabled
CRD#: 1429228
BK
Professional summary
Barbara Jean Kubesh, who also goes by Barbara Jean Jarussi, Barbara Jarussi, Barbara Jean Kovalik, Barbara J Kubesh, Barbara Kubesh, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Freeland, Washington and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Freeland, Washington.
Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Barbara has worked at 14 firms and has passed the Series 65, Series 63, Series 72, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Barbara Jean Jarussi | Barbara Jarussi | Barbara Jean Kovalik | Barbara J Kubesh | Barbara Kubesh
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) BARBARA KUBESH, 6026 WHITE DEER LANE, FREELAND, WA, 01/2024, INDEPEPNDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 20 HR/MO, 20 HR/MO TRADING. 2) BARBARA KUBESH, 6026 WHITE DEER LANE, FREELAND, WA, 01/2024, ARTIST, PAINTING, NIR, 10 HR/MO, 0 HR/MO TRADING. 3) DIAMOND V CORP, 146 RD 454, GLENDIVE, MT, 01/2024, VICE PRESIDENT, FAMILY CORPORATION, NIR, 0 HR/MO, 0 HR/MO TRADING. 4) KUBESH NOBLE INVESTMENT & FINANCIAL, 6026 White Deer Lane, Freeland WA 98249, United States, 10/15/2024, OWNER, DBA, INV REL, 8 HR/MO, 150 HR/MO TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 03/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 6) LANCASTER HEIGHTS WATER ASSOCIATION, Well house, Freeland WA 98249, United States, 11/02/2024, President, Community water association, NIR, 1/MO - 0/Trading
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Jean Kubesh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 25, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Freeland, WA
Current
March 25, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Freeland, WA
Past
June 25, 2021 - March 26, 2024
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
Freeland, WA
Past
June 23, 2021 - March 26, 2024
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Freeland, WA
Past
July 15, 2010 - July 7, 2021
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
FREELAND, WA
Past
July 9, 2010 - July 7, 2021
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
FREELAND, WA
Past
March 17, 2004 - July 13, 2010
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
SEATLE, WA
Past
February 4, 2004 - July 13, 2010
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
SEATLE, WA
Past
September 25, 1998 - February 3, 2004
FSIC
RIA
CRD#: 37813
SEATTLE, WA
Past
January 5, 1998 - February 3, 2004
FSIC
BD
CRD#: 37813
BOCA RATON, FL
Past
September 20, 1996 - December 31, 1997
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Past
March 5, 1996 - August 16, 1996
FSIC
BD
CRD#: 37813
BOCA RATON, FL
Past
September 21, 1995 - March 21, 1996
FIRST INTERSTATE INVESTMENTS,INC.
BD
CRD#: 17101
Past
October 5, 1992 - November 17, 1995
ESSEX NATIONAL SECURITIES, LLC
BD
CRD#: 25454
NAPA, CA
Past
July 12, 1991 - August 28, 1992
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Past
May 18, 1990 - February 6, 1991
DETWILER FENTON WEALTH MANAGEMENT INC
BD
CRD#: 16063
BOSTON, MA
Past
March 11, 1987 - August 1, 1988
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Past
January 6, 1986 - February 13, 1987
MONARCH SECURITIES, INC.
BD
CRD#: 2809
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/22/2024)
RR
California(3/25/2024)
RR
Montana(3/28/2024)
RR
Nevada(3/25/2024)
RR
North Carolina(3/25/2024)
RR
Ohio(9/24/2025)
RR
Washington(3/25/2024)
IAR
Washington(3/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
