JL
Jason L. Layland
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Alturas, CA 96101
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CRD#: 4799825
JL
Professional summary
Jason Lee Layland is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Alturas, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Chester, California.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jason has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 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) CLEAR WEALTH STRATEGIES, 2210 Plaza Dr, Suite 300, Rocklin CA 95765, 11/2022, Owner, DBA Name only, NIR, 0 HR/MO - 0 HR/MO Trading. 2) JASON LAYLAND, Rocklin, CA 95765, 11/14/2022, Agent, Insurance/Benefits/Human Resources, INV-REL, 20 HR/MO - 0 HR/MO TRADING 3) FORTERA CAPITAL, 2210 Plaza Dr, Suite 300, Rocklin CA, 11/2022, Owner, Administrative, NIR, 20 GR/MO, 0 HR/MO Trading 4) CAMBRIDGE INVESTMENT RESEARCH ADVISORS, 1776 Pleasant Plain Road, Fairfield IA, 01/2023, An ADVISORY REP OF A RIA, INV REL, 80 HR/MO, 30 HR/MO Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Layland'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
November 14, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 410 N. Main St., Alturas, CA 96101Office #2: 255 Main St, Chester, CA 96020Office #3: 2210 Plaza Dr. Suite 300, Rocklin, CA 95765RIA
CRD#: 134139
Alturas, CA
Current
November 14, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 255 Main St, Chester, CA 96020Office #2: 2210 Plaza Dr. Suite 300, Rocklin, CA 95765BD
CRD#: 39543
Chester, CA
Past
March 1, 2019 - November 16, 2022
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
CHESTER, CA
Past
March 1, 2019 - November 16, 2022
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
CHESTER, CA
Past
August 29, 2012 - March 1, 2019
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
CHESTER, CA
Past
August 22, 2012 - March 1, 2019
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
CHESTER, CA
Past
November 16, 2010 - August 28, 2012
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
ROSEVILLE, CA
Past
November 15, 2010 - August 28, 2012
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
ROSEVILLE, CA
Past
October 23, 2009 - November 17, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROSEVILLE, CA
Past
October 23, 2009 - November 17, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROSEVILLE, CA
Past
June 2, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
RIA
CRD#: 16361
SACRAMENTO, CA
Past
May 30, 2008 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
SACRAMENTO, CA
Past
January 18, 2007 - June 3, 2008
EDWARD JONES
RIA
CRD#: 250
DIXON, CA
Past
July 14, 2005 - June 3, 2008
EDWARD JONES
BD
CRD#: 250
DIXON, CA
Past
June 7, 2004 - October 21, 2004
E*TRADE SECURITIES LLC
BD
CRD#: 29106
JERSEY CITY, 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
Arizona(3/19/2024)
RR
Arkansas(2/12/2025)
RR
California(11/14/2022)
IAR
California(11/14/2022)
RR
Colorado(11/14/2022)
RR
Florida(11/14/2022)
RR
Georgia(11/14/2022)
RR
Hawaii(11/14/2022)
RR
Illinois(11/14/2022)
RR
Iowa(11/14/2022)
RR
Louisiana(11/14/2022)
RR
Maryland(11/14/2022)
RR
Missouri(1/9/2025)
RR
Nevada(11/14/2022)
RR
New Jersey(11/14/2022)
RR
North Carolina(3/4/2024)
RR
Ohio(11/14/2022)
RR
Oklahoma(1/3/2023)
RR
Oregon(11/14/2022)
RR
South Carolina(11/14/2022)
RR
Tennessee(11/14/2022)
RR
Texas(11/14/2022)
IAR
Texas(11/16/2022)
RR
Utah(11/14/2022)
RR
Virginia(3/5/2024)
RR
Washington(11/14/2022)
RR
West Virginia(11/14/2022)
Exams
State Security Law Exam
State Security Law 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
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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.
