JE
John P. Edgar
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Wichita, KS 67226
Some features on this profile are disabled
CRD#: 4241503
JE
Professional summary
John Philip Edgar, who also goes by J Philip Edgar, Phil Edgar, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Wichita, Kansas and FINANCIAL BENEFITS, INC located in Wichita, Kansas.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. John has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J Philip Edgar | Phil Edgar
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. YMCA CHILD CARE AND CAMP, 402 N Market St, Wichita KS 67202, United States, 02/28/2025, Board Member, Volunteer, NIR, 2 HR/MO - 1 HR/MO TRADING 2. INSURANCE, 3500 N Rock Road, Wichita KS 67226, United States, 02/28/2025, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 1 HR/MO TRADING 3. FINNACIAL BENEFITS, INC, 3500 N Rock Road, Wichita KS 67226, United States, 02/28/2025, RIA, DBA Name, NIR, 5 HR/MO - 4 HR/MO TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 5. THE LAMPO GROUP, LLC D/B/A RAMSEY SOLUTIONS ("RS"), 1011 Reams Fleming Blvd, Franklin TN 37064, 05/2025, Agent, Marketing, NIR, 4 HR/MO, 3 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view John Philip Edgar'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
February 25, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3500 N Rock Rd Bldg 300-a, Wichita, KS 67226RIA
CRD#: 134139
Wichita, KS
Current
March 5, 2025 - Present
FINANCIAL BENEFITS, INC
Office #1: 3500 N. Rock Road Bldg 300, Wichita, KS 67226RIA
CRD#: 114407
Wichita, KS
Current
February 25, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3500 N Rock Rd Bldg 300-a, Wichita, KS 67226BD
CRD#: 39543
Wichita, KS
Past
April 4, 2014 - January 29, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Wichita, KS
Past
April 4, 2014 - January 29, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Wichita, KS
Past
December 7, 2011 - May 9, 2014
GUIDANCE FINANCIAL CONSULTANTS, INC.
RIA
CRD#: 115979
WICHITA, KS
Past
November 24, 2010 - April 7, 2014
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
WICHITA, KS
Past
November 24, 2010 - April 7, 2014
GIRARD SECURITIES, INC.
BD
CRD#: 18697
WICHITA, KS
Past
December 17, 2008 - November 26, 2010
OSAIC SERVICES, INC.
RIA
CRD#: 133763
WICHITA, KS
Past
November 28, 2008 - November 26, 2010
OSAIC SERVICES, INC.
BD
CRD#: 133763
WICHITA, KS
Past
March 28, 2005 - December 16, 2008
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MARIETTA, GA
Past
September 29, 2004 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
MARIETTA, GA
Past
August 13, 2003 - December 16, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MARIETTA, GA
Past
August 11, 2000 - August 12, 2003
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, 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(2/25/2025)
RR
Arkansas(2/25/2025)
RR
California(2/25/2025)
RR
Florida(2/25/2025)
RR
Georgia(2/25/2025)
RR
Kansas(2/25/2025)
IAR
Kansas(2/25/2025)
RR
Louisiana(2/25/2025)
RR
New York(2/25/2025)
RR
Pennsylvania(4/4/2025)
RR
Tennessee(6/26/2025)
RR
Texas(2/25/2025)
IAR
Texas(2/25/2025)
RR
Virginia(2/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 134139Wichita, KS 67226TRUST BUT VERIFY
Monitor John Edgar
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
