CS
Christine E. Sjoblom
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
FORT LAUDERDALE, FL 33316
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CRD#: 5389824
CS
Professional summary
Christine Eve Sjoblom, who also goes by Christine Eve Jarchow, Christy Jarchow Sjoblom, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Fort Lauderdale, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Fort Lauderdale, Florida.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Christine has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Eve Jarchow | Christy Jarchow Sjoblom
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) NAFSA, 1307 NEW YORK AVENUE NW 8TH FLOOR WASHINGTON DC, 12/2003, CONSULTANT. CONDUCT SEMINARS TRAINING NEW INTERNATIONAL EDUCATORS. NIR, 20 HR/YR 0 HR/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2014, AS ADVISORY REP OF A RIA, INV REL, 5 HR/WK 5 HR/TRADING 3) HARBORDALE ELEMENTARY SCHOOL, 900 SE 15TH ST FT LAUDERDALE FL, 08/2016, COORDINATOR IN 'ADOPT A CLASS' PROGRAM, NIR, 20 HR/YR 10 HR/TRADING 4) TWENTY-FIRST CENTURY FINANCIAL GROUP INC, 888 SE THIRD AVE STE 401 FT LAUDERDALE FL, 04/2019. FINANCIAL PROFESSIONAL, DBA, INV REL, 25 HR/WK 20 HR/TRADING 5) PILLAR WEALTH INC, 888 SE THIRD AVE STE 401 FT LAUDERDALE FL, 04/2019. BUSINESS DEVELOPMENT MANAGER/FINANCIAL PROFESSIONAL, DBA, INV REL, 25 HR/WK 20 HR/TRADING 6) CHRISTINE SJOBLOM, 888 SE THIRD AVENUE SUITE 401 FORT LAUDERDALE FL, 10/2024, PUBLIC SPEAKER, PROFESSIONAL DEVELOPMENT, NIR, 1 HR/MO 1 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Christine Eve Sjoblom'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
May 6, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: The Legal Center 888 Se Third Ave Ste 401, Fort Lauderdale, FL, 33316RIA
CRD#: 134139
FORT LAUDERDALE, FL
Current
May 1, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: The Legal Center 888 Se Third Ave Ste 401, Fort Lauderdale, FL, 33316BD
CRD#: 39543
Fort Lauderdale, FL
Past
November 20, 2009 - May 8, 2014
LATITUDE ADVISORS, LLC
RIA
CRD#: 151001
FT. LAUDERDALE, FL
Past
November 2, 2009 - May 1, 2014
GWN SECURITIES INC.
BD
CRD#: 128929
FT. LAUDERDALE, FL
Past
March 13, 2008 - November 16, 2009
MEDALLION ADVISORY SERVICES, LLC
RIA
CRD#: 113788
FORT LAUDERDALE, FL
Past
October 4, 2007 - November 16, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
FT. LAUDERDALE, FL
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
Florida(5/1/2014)
IAR
Florida(5/6/2014)
RR
Virginia(1/3/2020)
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#: 134139Fort Lauderdale, FL 33316TRUST BUT VERIFY
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