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JB

John E. Boeckel

CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Towaco, NJ 07082
Some features on this profile are disabled
CRD#: 2465435
JB

Professional summary

John Edward Boeckel, who also goes by John Edward Boeckel, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Towaco, New Jersey and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Towaco, New Jersey.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Edward Boeckel

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Boeckel's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 2, 2026 - Present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Office #1: 20 Gunthers View, Towaco, NJ 07082
RIA
CRD#: 134139
Towaco, NJ
Current

February 2, 2026 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Towaco, NJ
Past

May 1, 2025 - February 4, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
TOWACO, NJ
Past

May 1, 2025 - February 4, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
TOWACO, NJ
Past

October 18, 2022 - May 1, 2025

GROVE POINT ADVISORS, LLC

RIA
CRD#: 313171
Towaco, NJ
Past

October 17, 2022 - May 1, 2025

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Towaco, NJ
Past

February 14, 2018 - October 26, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
TOWACO, NJ
Past

February 14, 2018 - October 26, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
TOWACO, NJ
Past

December 17, 2004 - February 15, 2018

SII INVESTMENTS, INC.

RIA
CRD#: 2225
TOWACO, NJ
Past

December 17, 2004 - February 14, 2018

SII INVESTMENTS, INC.

BD
CRD#: 2225
TOWACO, NJ
Past

August 1, 2003 - January 11, 2005

WALNUT STREET SECURITIES, INC.

RIA
CRD#: 15840
WEST ORANGE, NJ
Past

August 1, 2003 - January 11, 2005

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

March 16, 1999 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

RIA
CRD#: 8503
WEST ORANGE, NJ
Past

March 12, 1997 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

October 25, 1996 - November 15, 1996

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

September 17, 1996 - March 11, 1997

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

October 7, 1994 - August 29, 1996

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

July 12, 1994 - September 14, 1994

CONSECO SECURITIES, INC.

BD
CRD#: 29367
CARMEL, IN

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
California
(2/20/2026)
RR
Connecticut
(2/2/2026)
RR
Georgia
(2/2/2026)
RR
Michigan
(2/2/2026)
RR
Nevada
(2/2/2026)
RR
New Jersey
(2/2/2026)
IAR
New Jersey
(2/2/2026)
RR
New York
(2/2/2026)
RR
North Carolina
(2/2/2026)
RR
Pennsylvania
(2/2/2026)
RR
South Carolina
(2/2/2026)
RR
Virginia
(2/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/8/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/22/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/29/1994
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (9/8/2025)
WEALTHPORT WRAP BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts438,414
AUM (Assets Under Management)$ 102,413,096,032

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2024
Cover Page
Report
04/29/2024
Cover Page
Report

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.

Company Information

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD#: 134139Towaco, NJ 07082

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