JB
Jonathan M. Beitler
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Boca Raton, FL 33433
Some features on this profile are disabled
CRD#: 3213714
JB
Professional summary
Jonathan Marc Beitler, who also goes by Jon Beitler, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Boca Raton, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Boca Raton, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon Beitler
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.BEITLER FINANCIAL GROUP INC, 7284 W PALMETTO PARK RD 202-S, BOCA RATON, FL, 4/01/2006 AS CEO OF SCORP TO PROVIDE TAX AND LEGAL LIABILITY. NIR - 60/WK - 15/TRADING. 2.JONATHAN BEITLER, INDEPENDENT INSURANCE AGENT, 7284 W PALMETTO PARK RD 202-S, BOCA RATON, FL, 4/01/2006 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 60/WK - 60/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 10/09/19. 4. TRINITY CREEK FARMS, INC, 7284 W PALMETTO PARK ROAD, #202S, BOCA RATON, FL, LIVESTOCK SALES AND LEASES, CEO, CO-OWNER WITH DAUGHTER, 12/31/20, NIR, 2 HR/MO- 0/TRADING HR. 5. NETTWORTH FINANCIAL GROUP, 7284 W PALMETTO PARK ROAD #202, BOCA RATON FL 33433, 10/2019, MARKETING, MARKETING, INV REL, 10 HR/MO - 10 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Marc Beitler'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 9, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 7284 W Palmetto Park Rd. #202-s, Boca Raton, FL 33433RIA
CRD#: 134139
Boca Raton, FL
Current
October 4, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 7284 W Palmetto Park Rd. #202-s, Boca Raton, FL 33433BD
CRD#: 39543
Boca Raton, FL
Past
January 21, 2015 - October 10, 2019
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BOCA RATON, FL
Past
April 27, 2006 - October 10, 2019
FSC SECURITIES CORPORATION
BD
CRD#: 7461
BOCA RATON, FL
Past
April 27, 2005 - December 31, 2014
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BOCA RATON, FL
Past
April 12, 2002 - April 4, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
BOCA RATON, FL
Past
February 12, 2002 - April 4, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
BOCA RATON, FL
Past
May 28, 1999 - April 29, 2002
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
FT. LAUDERDALE, FL
Past
May 26, 1999 - April 29, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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(10/10/2019)
RR
Arizona(10/4/2019)
RR
Arkansas(10/10/2019)
RR
California(4/27/2020)
RR
District of Columbia(9/30/2022)
RR
Florida(10/4/2019)
IAR
Florida(10/9/2019)
RR
Georgia(10/4/2019)
RR
Idaho(6/1/2022)
RR
Illinois(10/4/2019)
RR
Indiana(10/4/2019)
RR
Kentucky(6/10/2025)
RR
Louisiana(10/4/2019)
RR
Maryland(10/4/2019)
RR
Massachusetts(6/3/2022)
RR
Michigan(10/4/2019)
RR
Mississippi(10/4/2019)
RR
New Hampshire(10/4/2019)
RR
New York(7/20/2023)
RR
North Carolina(10/10/2019)
RR
Oregon(5/16/2024)
RR
Pennsylvania(10/4/2019)
RR
Rhode Island(10/4/2019)
RR
South Carolina(10/4/2019)
RR
Tennessee(10/4/2019)
RR
Virginia(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
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Boca Raton, FL 33433TRUST BUT VERIFY
Monitor Jonathan Beitler
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
