Jessica A. Saunders
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Las Vegas, NV 89145
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CRD#: 5558642
Professional summary
Jessica Alane Saunders, CFP®, who also goes by Jessica A Saunders, Jessica Saunders, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Las Vegas, Nevada and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Las Vegas, Nevada.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jessica has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica A Saunders | Jessica Saunders
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, 01/2025, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 2) AIRPLATE LLC, 8400 W. Sunset Road, Suite #300, Las Vegas NV 89113, 11/2024, OWNER, NIR, 40 HR/MO - 5 HR/MO TRADING. 3) LANIKAI WEALTH PARTNERS LLC, 7200 Cotton Bluff Street, Las Vegas NV 89148, 01/2025, OWNER/PARTNER, NIR, 2 HR/MO - 0 HR/MO TRADING. 4) LANIKAI WEALTH MANAGEMENT LLC, 8400 W. Sunset Road, Suite #300, Las Vegas NV 89113, 01/2025, OWNER/PARTNER, NIR, 20 HR/MO - 0 HR/MO TRADING. 5) JESSICA SAUNDERS, 775 West Teco Avenue, Suite 255, Las Vegas NV 89118, 01/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15 HR/MO - 10 HR/MO TRADING. 6) CUDDY WEALTH MANAGEMENT, 10161 W. Park Run Dr., Suite 150, Las Vegas NV 89145, 03/2025, Investment Advisor Representative, DBA Name, INV REL, 25 HR/MO, 25 HR/MO TRADING. 7) LANIKAI CONSULTANTS, LLC, 7164 Sage Wren Court, Las Vegas NV 89148, 05/2025, W2 Employee, Consulting/Coaching, NIR, 20 HR/MO, 10 HR/MO TRADING. 8) RETIREMENT BENEFITS GROUP, 8010 Dark Hollow Place, Las Vegas NV 89117, 05/2025, Agent, Insurance/Benefits/Human Resources, NIR, 30 HR/MO, 30 HR/MO TRADING. 9) ADAMAS FINANCIAL LLC, 10161 West Park Run Dr, Suite 150, Las Vegas NV 89145, 05/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 20 HR/MO, 20 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Alane Saunders'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: 2019
Experience
Current
January 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 10161 W Park Run Dr. Suite #150, Las Vegas, NV 89145RIA
CRD#: 134139
Las Vegas, NV
Current
January 27, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 10161 W Park Run Dr #150, Las Vegas, NV 89145BD
CRD#: 39543
Las Vegas, NV
Past
August 29, 2023 - November 20, 2024
PROSPERITAS FINANCIAL, LLC
RIA
CRD#: 315768
Las Vegas, NV
Past
March 2, 2023 - August 10, 2023
NOBLEBRIDGE WEALTH
RIA
CRD#: 146612
Las Vegas, NV
Past
May 26, 2021 - March 1, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Las Vegas, NV
Past
November 10, 2020 - February 24, 2023
ABUNDANT WEALTH STRATEGIES
RIA
CRD#: 292295
LAS VEGAS, NV
Past
July 12, 2010 - October 29, 2019
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
Las Vegas, NV
Past
November 24, 2009 - October 29, 2019
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WOODLAND HILLS, 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".
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
California(1/27/2025)
RR
Florida(1/27/2025)
RR
Nevada(1/27/2025)
IAR
Nevada(1/27/2025)
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
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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.
