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CJ

Clinton J. Jansen

CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Omaha, NE 68130
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CRD#: 4883335
CJ

Professional summary


Clinton Jon Jansen, who also goes by Clint Jon Jansen, Clint Jansen, Clinton J Jansen, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Omaha, Nebraska and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Omaha, Nebraska.

Clinton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Clinton has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Clint Jon Jansen | Clint Jansen | Clinton J Jansen

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.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/12/2025

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Clinton Jon Jansen'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

June 12, 2025 - Present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Office #1: 16820 Frances St., Ste. 202, Omaha, NE 68130
RIA
CRD#: 134139
Omaha, NE
Current

June 6, 2025 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 16820 Frances St Ste 101, Omaha, NE 68130
BD
CRD#: 39543
Omaha, NE
Past

January 12, 2024 - April 6, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Papillion, NE
Past

January 9, 2024 - April 6, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Papillion, NE
Past

August 31, 2018 - March 31, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
OMAHA, NE
Past

June 17, 2013 - March 31, 2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

May 3, 2007 - May 20, 2013

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

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
Nebraska
(6/6/2025)
IAR
Nebraska
(6/12/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2018
Uniform Combined State Law Examination
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)
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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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (9/8/2025)

Regulatory assets under management


Total Number of Accounts438,414
AUM (Assets Under Management)$ 102,413,096,032

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2024
Cover Page
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#: 134139Omaha, NE 68130

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