JP
Jacquelyn M. Pasciak
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Portland, OR 97223
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CRD#: 2915143
JP
Professional summary
Jacquelyn Marie Pasciak, AIF®, who also goes by Jackie Pasciak, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Portland, Oregon and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Portland, Oregon.
Jacquelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jacquelyn has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jackie Pasciak
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.FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 8/2016, PROVIDE ADVICE AND COUNSELING IN THE AREAS OF CAREER AND NETWORKING; PERSONL BUDGETING; CONSUMER, CREDIT, AND GOAL MGMT; HEALTH; AND TIME MGMT. NIR - 15 HR/WK - 5/TRADING.
2.FINANCIAL RESERVE INC, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 8/2016 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/WK - 2/TRADING.
3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
4.RENTAL PROPERTY OWNER, PORTLAND, OR, 8/2005. NIR - 1 HR/MO - 0/TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jacquelyn Marie Pasciak'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®
Experience
Current
August 24, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 12725 Sw 66th Ave. Ste 102, Portland, OR 97223RIA
CRD#: 134139
Portland, OR
Current
August 1, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 12725 Sw 66th Ave Ste 102, Portland, OR 97223-2547BD
CRD#: 39543
PORTLAND, OR
Past
August 1, 2016 - August 23, 2016
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Lake Oswego, OR
Past
February 12, 2015 - September 22, 2016
IMC
RIA
CRD#: 106089
PORTLAND, OR
Past
October 7, 2011 - August 1, 2016
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
PORTLAND, OR
Past
September 15, 2011 - August 1, 2016
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
PORTLAND, OR
Past
June 22, 2005 - September 23, 2011
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
PORTLAND, OR
Past
June 13, 2005 - September 23, 2011
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
PORTLAND, OR
Past
July 21, 1997 - June 10, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 21, 1997 - June 10, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(5/12/2023)
RR
California(10/23/2018)
RR
Colorado(1/20/2022)
RR
Florida(3/6/2018)
RR
Georgia(4/30/2025)
RR
Massachusetts(5/17/2017)
RR
Montana(1/2/2025)
RR
Nevada(1/4/2024)
RR
New York(8/1/2016)
RR
Oregon(8/24/2016)
IAR
Oregon(8/24/2016)
RR
Texas(10/4/2021)
IAR
Texas(10/4/2021)
RR
Washington(8/1/2016)
Exams
State Security Law Exam
State Security Law 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
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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.
