Jessica E. Rebmann
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Lafayette, IN 47901
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CRD#: 5270270
Professional summary
Jessica Elizabeth Rebmann, CFP®, who also goes by Jessica Elizabeth Rebman, Jessica Rebman, Jessica E Rebmann, Jessica Elizabeth Stein, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Lafayette, Indiana and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Lafayette, Indiana.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jessica has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Elizabeth Rebman | Jessica Rebman | Jessica E Rebmann | Jessica Elizabeth Stein
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 AN RIA, INV REL, 120 HR/MO, 120 HR/MO TRADING, SEE EMPLOYMENT HISTORY FOR START DATE. 2) TURQUOISE WEALTH MANAGEMENT, 300 MAIN ST, STE 401, LAFAYETTE, IN, 01/2007, OWNER, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING. 3) TURQUOISE WEALTH MANAGEMENT, 300 MAIN ST, STE 401, LAFAYETTE, IN, 01/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO, 4 HR/MO TRADING. 4) UNITED WAY OF GREATER LAFAYETTE, 1114 STATE ST, LAFAYETTE, IN, 01/2023, BOARD MEMBER, CHARITY, NIR, 3 HR/MO, 2 HR/MO TRADING. 5) CAMPAIGN MANAGER FOR TOM MURTAUGH FOR RE-ELECTION AS COUNTY COMMISSIONER, 20 N. 3rd Street, Lafayette IN 47901, United States, 01/18/2023, Campaign Manager, Government/Political, NIR, 1 HR/MO, 1 HR/MO TRADING. 6) ART MUSEUM OF GREATER LAFAYETTE, 102 S. 10th Street, Lafayette IN 47905, United States, 10/17/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 1 HR/MO TRADING 7) LAFAYETTE CATHOLIC SCHOOL SYSTEM BOARD OF DIRECTORS, 2410 S 9th Street, Lafayette IN 47909, United States, 08/2025, TREASURER, VOLUNTEER, NIR 2 HR/MO - 2 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Elizabeth Rebmann'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®
CFP®
Start date: 2012
Experience
Current
October 12, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 300 Main St., Suite 401, Lafayette, IN 47901RIA
CRD#: 134139
Lafayette, IN
Current
October 12, 2018 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 300 Main St Ste 401, Lafayette, IN 47901BD
CRD#: 39543
Lafayette, IN
Past
June 1, 2009 - October 15, 2018
MORGAN STANLEY
RIA
CRD#: 149777
LAFAYETTE, IN
Past
June 1, 2009 - October 15, 2018
MORGAN STANLEY
BD
CRD#: 149777
LAFAYETTE, IN
Past
June 11, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
LAFAYETTE, IN
Past
June 11, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
LAFAYETTE, IN
Past
March 13, 2007 - June 11, 2007
SII INVESTMENTS, INC.
RIA
CRD#: 2225
LAFAYETTE, IN
Past
February 2, 2007 - June 11, 2007
SII INVESTMENTS, INC.
BD
CRD#: 2225
LAFAYETTE, IN
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
Indiana(10/12/2018)
IAR
Indiana(10/12/2018)
RR
New York(10/12/2018)
RR
Texas(10/12/2018)
IAR
Texas(10/15/2018)
Exams
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Lafayette, IN 47901TRUST BUT VERIFY
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