Jeffrey S. Blitz
Professional summary
Jeffrey Scott Blitz, who also goes by Jeffrey Blitz, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Syracuse, New York.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 12 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Scott Blitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2021 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 7293 Buckley Road, Suite 100, Syracuse, NY 13212September 28, 2020 - May 20, 2021
CADARET, GRANT & CO., INC.
July 11, 2019 - July 6, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 5, 2017 - May 31, 2019
KEY INVESTMENT SERVICES LLC
March 3, 2015 - October 12, 2017
PINNACLE INVESTMENTS, LLC
October 8, 2012 - October 25, 2013
IBN FINANCIAL SERVICES, INC.
February 1, 2006 - November 7, 2011
TOUCHSTONE ADVISORS INC
May 11, 2000 - November 7, 2011
TOUCHSTONE SECURITIES, INC.
January 28, 1998 - November 13, 1998
BARRON CHASE SECURITIES, INC.
March 14, 1997 - December 22, 1997
PRUDENTIAL EQUITY GROUP, LLC
July 6, 1995 - March 19, 1997
THE BOSTON GROUP
September 21, 1994 - July 31, 1995
SUTRO & CO. INCORPORATED
April 22, 1992 - September 20, 1994
A.S. GOLDMEN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/1/2021)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| ROLLINS, EDDIE THOMAS | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT | 1523500 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 4 |
Red Flags
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Company Information
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543Syracuse, NY 13212TRUST BUT VERIFY
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