Jacqueline M. Scalise

CAMBRIDGE INVESTMENT RESEARCH ADVISORS

Pittsburgh, PA 15223

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CRD#: 4166101

Professional summary

Jacqueline M Scalise, who also goes by Jacqueline M Bittles, Jacqueline Bittles, Jacqueline Munnelly, Jacqueline Scalise, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Pittsburgh, Pennsylvania and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Pittsburgh, Pennsylvania.

Jacqueline is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jacqueline has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacqueline M Bittles | Jacqueline Bittles | Jacqueline Munnelly | Jacqueline Scalise

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. DUNCAN FINANCIAL GROUP, Pittsburgh PA 15223, United States, 02/26/2024, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline M Scalise's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 15, 2024 - Present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Office #1: 368 Butler St. 3rd Floor, Pittsburgh, PA 15223

RIA

CRD#: 134139

Pittsburgh, PA

Current

February 26, 2024 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 368 Butler St, Pittsburgh, PA 15223

CRD#: 39543

Pittsburgh, PA

Past

November 9, 2021 - January 29, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Carnegie, PA

Past

November 9, 2021 - July 3, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Carnegie, PA

Past

July 26, 2012 - November 23, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

CANONSBURG, PA

Past

July 23, 2012 - November 23, 2021

LPL FINANCIAL LLC

CRD#: 6413

CANONSBURG, PA

Past

May 28, 2010 - July 17, 2012

WADDELL & REED

RIA

CRD#: 866

PITTSBURGH, PA

Past

March 30, 2009 - July 17, 2012

WADDELL & REED

CRD#: 866

PITTSBURGH, PA

Past

August 1, 2007 - February 27, 2009

THE HUNTINGTON INVESTMENT COMPANY

RIA

CRD#: 16986

PITTSBURGH, PA

Past

August 1, 2007 - February 27, 2009

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

PITTSBURGH, PA

Past

January 13, 2006 - August 1, 2007

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

MONROEVILLE, PA

Past

July 5, 2005 - August 1, 2007

NATIONAL PLANNING CORPORATION

CRD#: 29604

MONROEVILLE, PA

Past

October 25, 2002 - July 7, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

February 28, 2001 - October 25, 2002

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

May 30, 2000 - February 28, 2001

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

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".

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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.

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

IAR

Pennsylvania
(2/15/2024)

Pennsylvania
(2/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/11/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/2/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/26/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD#: 134139 / SEC#: 801-63930

RIA

Registered Investment Advisory firm - (2/3/2005 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (9/8/2025)

WEALTHPORT WRAP BROCHURE (9/8/2025)

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	Cover Page	Report
04/29/2024	Cover Page	Report

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.

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Firm Stability Insights

Jacqueline M. Scalise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline M Scalise's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

THE HUNTINGTON INVESTMENT COMPANY

THE HUNTINGTON INVESTMENT COMPANY

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

WALNUT STREET SECURITIES, INC.

WADDELL & REED

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2006

Series 63

Date: 6/2/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2003

Series 6

Date: 5/26/2000

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUST BUT VERIFY

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