JC
Jonathan N. Coomer
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Versailles, OH 45380
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CRD#: 2669462
JC
Professional summary
Jonathan Noel Coomer is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Versailles, Ohio and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Troy, Ohio.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.JONATHAN N COOMER, INDEPENDENT INSURANCE AGENT, 322 W MAIN ST, STE A, TROY, OH, 1/05/1996 AS OWNER/AGENT SELLING/SERVICING LIFE, HEALTH, ACCIDENT, DISABILITY, FIXED ANNUITY, & LTC PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2 HR/WK - .5/TRADING. 2-JONATHAN AND AMANDA COOMER, 6455 COUNTRY CLUB DRIVE, RENTAL REAL ESTATE OWNER OF APARTMENT IN TROY, OH, 1/03/2003. NIR - 1 HR/MO - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 4/2016 AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK - 4/TRADING. 04/22/16 4.JON COOMER INVESTMENT MANAGEMENT, 322 W MAIN ST, STE A, TROY, OH, 11/31/2012. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 40 HR/WK - 6.5/TRADING. 5.COOMER & COMPANY FINANCIAL SERVICES INC, 322 W MAIN ST, STE A, TROY, OH, 3/08/2004 AS PRESIDENT - S-CORP FOR LIABILITY PURPOSES. INV REL - 40 HR/WK - 6.5/TRADING. 6.AESTHETIC FINISHERS INC, 1502 S MAIN ST, PIQUA, OH, 4/01/1992 AS BUSINESS CONSULTANT. NIR - 2 HR/MO - 0/TRADING. 7.JONATHAN N COOMER, NOTARY PUBLIC, 322 W MAIN ST, STE A, TROY, OH, 1/15/2004. INV REL - 1 HR/MO - .25/TRADING. 8.DREAMVILLE ACRES, LLC, 6455 COUNTRY CLUB DRIVE, GREENVILLE, OH, FARM OWNER, 04/15/21, NIR, 5 HR/WK- 0/TRADING HR. 9.MIAMI VALLEY SCOUTING (FORMERLY BSA), 7285 Poe Avenue, Dayton OH 45414, United States, 10/2025, Committee Member, Volunteer, NIR, 1 HR/MO, 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Noel Coomer'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
April 22, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 23 N Center St., Versailles, OH 45380Office #2: 6317 Us 36, Greenville, OH 45331Office #3: 322 W. Main St Suite A, Troy, OH 45373RIA
CRD#: 134139
Versailles, OH
Current
April 22, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 322 W. Main St Suite A, Troy, OH 45373Office #2: 23 N Center St, Versailles, OH 45380Office #3: 6317 Us 36, Greenville, OH 45331BD
CRD#: 39543
Troy, OH
Past
July 28, 2000 - May 10, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
TROY, OH
Past
July 11, 2000 - May 10, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
TROY, OH
Past
September 25, 1998 - July 14, 2000
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
Past
October 20, 1995 - September 25, 1998
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
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
Alabama(1/2/2025)
RR
Arizona(4/22/2016)
RR
California(4/22/2016)
RR
Colorado(5/23/2022)
RR
Florida(4/22/2016)
RR
Indiana(4/22/2016)
RR
Kentucky(6/1/2018)
RR
Michigan(4/22/2016)
RR
Nebraska(10/30/2019)
RR
Nevada(8/24/2017)
RR
New York(4/25/2025)
RR
North Carolina(7/24/2024)
RR
Ohio(4/22/2016)
IAR
Ohio(4/22/2016)
RR
Pennsylvania(4/22/2016)
RR
Texas(4/22/2019)
IAR
Texas(4/22/2019)
RR
Virginia(6/11/2018)
RR
West Virginia(4/22/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Versailles, OH 45380TRUST BUT VERIFY
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