Jana K. Stoermer
Professional summary
Jana Kennedy Stoermer, who also goes by Jana Diane Kennedy Miss, Jana Diane Kennedy, Jana Diane Kennedymartin, Jana Kennedy Martin, Jana Kennedy Stoermer Mrs, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Tyler, Texas.
Jana is registered as a RR (Registered Representative) and started their career in finance in 1996. Jana has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jana Kennedy Stoermer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2013 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1121 E Southeast Loop 323 Suite 150, Tyler, TX 75701November 6, 2009 - June 5, 2013
MML INVESTORS SERVICES, LLC
July 7, 2003 - June 5, 2013
MML INVESTORS SERVICES, LLC
August 14, 2002 - June 12, 2003
A. G. EDWARDS & SONS, INC.
July 26, 2002 - August 14, 2002
OPPENHEIMER & CO. INC.
October 2, 1997 - June 18, 2002
A. G. EDWARDS & SONS, INC.
November 13, 1996 - October 7, 1997
FIRST COMMERCIAL INVESTMENTS, 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
(8/1/2013)
Exams
FINRA
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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