Jonathan M. Spangler

CAMBRIDGE ADVISORS

Omaha, NE 68130

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CRD#: 5485718

Professional summary

Jonathan Mark Spangler, who also goes by Jon Spangler, Jonathan Spangler, is a registered financial advisor currently at CAMBRIDGE ADVISORS INC located in Omaha, Nebraska.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Spangler | Jonathan Spangler

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Mark Spangler'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

March 5, 2024 - Present

CAMBRIDGE ADVISORS INC

Office #1: 17330 Wright Street, Suite 205, Omaha, NE 68130

RIA

CRD#: 104851

Omaha, NE

Past

July 3, 2014 - March 4, 2024

WOODMEN FINANCIAL SERVICES, INC.

CRD#: 117365

OMAHA, NE

Past

May 15, 2008 - June 30, 2014

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

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".

CAMBRIDGE ADVISORS INC

CRD#: 104851 / SEC#: 801-36028

RIA

Registered Investment Advisory firm - (2/16/1990 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.

Highlighted states indicate IAR registrations

IAR

Nebraska
(3/5/2024)

IAR

Texas
(7/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/2/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/27/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/14/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAMBRIDGE ADVISORS INC

CRD#: 104851 / SEC#: 801-36028

RIA

Registered Investment Advisory firm - (2/16/1990 Approved)

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Contact information

Main Address

17330 Wright Street, Suite 205, Omaha, NE 68130

Mailing Address

Phone number

(402) 697-1166

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMBRIDGE ADVISORS INC. FORM ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 621,960,531

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan M. Spangler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Mark Spangler's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODMEN FINANCIAL SERVICES, INC.

PACIFIC SELECT DISTRIBUTORS, LLC

Primary Firm SEC Registration

CAMBRIDGE ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/2/2024

Series 63

Date: 5/27/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/29/2015

Series 6

Date: 5/14/2008

Current Firm

CAMBRIDGE ADVISORS INC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMBRIDGE ADVISORS INC

TRUST BUT VERIFY

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