JR
Joshua E. Reider
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Rocklin, CA
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CRD#: 2921674
JR
Professional summary
Joshua Eric Reider, AIF®, who also goes by Josh Reider, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Rocklin, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Roseville, California.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joshua has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Josh Reider
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. JOSHUA REIDER, INDEPENDENT INSURANCE AGENT, 919 RESERVE DRIVE, SUITE 129, ROSEVILLE CA 95678, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 3/01/2006 - 20 HR/MO - 0 HR/MO TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 10/04/19. 3. THE REIDER GROUP INC., 919 RESERVE DRIVE, SUITE 129, ROSEVILLE CA 95678, 03/2023, OWNER, SHELL COMPANY, NIR, 2 HR/MO - 0 HR TRADING. 4. NETTWORTH FINANCIAL GROUP, 919 Reserve Drive, Suite 129, Roseville CA 95678, 10/2019, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Eric Reider'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
October 4, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #2: 919 Reserve Drive, Suite 129, Roseville, CA 95678RIA
CRD#: 134139
Rocklin, CA
Current
October 4, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 919 Reserve Drive, Suite 129, Roseville, CA 95678BD
CRD#: 39543
Roseville, CA
Past
August 5, 2013 - October 11, 2019
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
SACRAMENTO, CA
Past
August 5, 2013 - October 11, 2019
FSC SECURITIES CORPORATION
BD
CRD#: 7461
SACRAMENTO, CA
Past
May 5, 2009 - August 22, 2013
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
ROSEVILLE, CA
Past
May 5, 2009 - August 22, 2013
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
ROSEVILLE, CA
Past
June 10, 2008 - March 26, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
PALO ALTO, CA
Past
June 9, 2008 - March 26, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
PALO ALTO, CA
Past
April 24, 2007 - June 23, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MENLO PARK, CA
Past
March 22, 2007 - June 23, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MENLO PARK, CA
Past
August 17, 2005 - November 15, 2006
CITADEL SECURITIES LLC
BD
CRD#: 116797
MIAMI, FL
Past
September 18, 1997 - September 24, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 18, 1997 - September 24, 1997
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
Alabama(4/27/2021)
RR
Arizona(10/4/2019)
RR
California(10/4/2019)
IAR
California(10/4/2019)
RR
Colorado(1/3/2022)
RR
Georgia(7/12/2023)
RR
Idaho(4/27/2021)
RR
Kansas(5/9/2022)
RR
Nevada(10/4/2019)
RR
New Mexico(4/27/2021)
RR
North Carolina(10/19/2023)
RR
Oregon(9/1/2020)
RR
South Carolina(4/27/2021)
RR
Tennessee(9/25/2024)
RR
Texas(1/3/2022)
IAR
Texas(1/3/2022)
RR
Utah(4/27/2021)
RR
Virginia(10/4/2019)
RR
Washington(10/4/2019)
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.
