JE
John P. Enright
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Syracuse, NY 13212
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CRD#: 2985380
JE
Professional summary
John Paul Enright is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Syracuse, New York and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Syracuse, New York.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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) KAFL, 85 ALLEN ST, STE 300, ROCHESTER, NY, 1/2003 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL. 12 HRS/MO = 12 HRS/MO TRADING. 2) RENTAL PROPERTY OWNER, RUSHVILLE, NY, 11/2011. NIR, 5 HRS/MO - 0 HRS/MO TRADING. 3) INDEPENDENT INSURANCE AGENT, 125 E JEFFERSON ST, STE 1510, SYRACUSE, NY, 6/2012 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 1 HR/MO - 1 HR/MO TRADING. 4) CUSTOM WEALTH MANAGEMENT LLC, 125 E JEFFERSON ST, STE 1510, SYRACUSE, NY, 10/2010, PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 16 HRS/MO - 16 HRS/MO TRADING. 5) THE CUSTOM WEALTH COMPANIES INC, 125 E JEFFERSON ST, STE 1510, SYRACUSE, NY, 2/2010, PRESIDENT, HOLDING COMPANIES SURROUNDING TRAINING/MARKETING TOOLS, INV REL, 12 HRS/MO - 12 HRS/MO TRADING. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 80 HRS/MO - 80 HRS/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 7) JEDS1 LLC, 8213 VENETIAN DR, BALDWINSVILLE, NY, 8/2019, MANAGER OF LLC FOR PRIVATE INVESTMENT. NIR, 1 HR/MO - 0 HRS/MO TRADING. 8) MDRT, 325 W TOUHY AVE, PARK RIDGE, IL, 09/2019M ETHICS COMMITTEE MEMBER, NIR, 4 HRS/MO - 2 HRS/MO TRADING. 9) JPE CONSULTING SERVICES, INC., 8213 VENETIAN DR., BALDWINSVILE, NY 13027, 09/2021, PRESIDENT, ACCOUNTING PURPOSES, NIR, 2 HRS/MO - 2 HRS/MO TRADING. 10) RADISSON COMMUNITY, 3128 AMESBURY DR, BALDWINSVILLE, NY, 07/2022, BOARD MEMBER, NIR, 4 HR/MO, 0 HR/MO TRADING. 11) JKACP MT PROPERTIES, LLC, 8213 Venetian Drive, Baldwinsville NY 13027, United States, 09/02/2025, Owner, Auto ownership, NIR, 1 HR/MO - 0 HR/MO TRADING 12) FORSGATE STUDY GROUP, INC. 474 THE FENWAY, RIVER EDGE, NJ 07661, 01/2024, TREASURER, VOLUNTEER, NIR, 2 HR/MO - 2 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view John Paul Enright'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
October 21, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 7293 Buckley Road, Suite 100, Syracuse, NY 13212RIA
CRD#: 134139
Syracuse, NY
Current
October 21, 2016 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 7293 Buckley Road, Suite 100, Syracuse, NY 13212BD
CRD#: 39543
Syracuse, NY
Past
January 30, 2002 - October 28, 2016
OSAIC FA, INC.
RIA
CRD#: 3978
SYRACUSE, NY
Past
January 30, 2002 - May 1, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
January 30, 2002 - October 28, 2016
OSAIC FA, INC.
BD
CRD#: 3978
SYRACUSE, NY
Past
March 5, 1998 - February 7, 2002
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
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(10/21/2016)
RR
Colorado(10/21/2016)
RR
Florida(10/21/2016)
RR
Indiana(10/21/2016)
RR
Iowa(7/24/2024)
RR
Maryland(10/21/2016)
RR
Minnesota(10/20/2021)
RR
New Hampshire(10/21/2016)
RR
New York(10/21/2016)
IAR
New York(4/9/2021)
RR
North Carolina(10/21/2016)
RR
Pennsylvania(10/21/2016)
RR
South Carolina(10/21/2016)
RR
Texas(10/21/2016)
IAR
Texas(10/21/2016)
RR
Utah(10/21/2016)
RR
Virginia(10/21/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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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#: 134139Syracuse, NY 13212TRUST BUT VERIFY
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