JS
Jason P. Stamm
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Boynton Beach, FL 33426
Some features on this profile are disabled
CRD#: 5560316
JS
Professional summary
Jason Philip Stamm, who also goes by Jason Stamm, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Boynton Beach, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Boynton Beach, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Stamm
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. 1880 CONGRESS 205 LLC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 2. JPS WEALTH MANAGEMENT, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Owner, DBA Name, NIR, 0 HR/MO - 0 HR/MO TRADING 3. JASON STAMM, 6025 Balboa Cir, Apt 201, Boca Raton FL 33433, United States, 06/16/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 4. JPS WEALTH MANAGEMENT, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, IAR, DBA Name, NIR, 160 HR/MO - 160 HR/MO TRADING 5. JPS ACCOUNTING & TAX ADVISORY, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Owner, Tax Services, NIR, 160 HR/MO - 160 HR/MO TRADING 6. JPS WEALTH MANAGEMENT, INC, 1880 N Congress Ave, Ste 205, Boynton Beach FL 33426, United States, 06/16/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 7. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/19/2025
CRS (Client Relationship Summary) - RIA
Click below to view Jason Philip Stamm'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
June 19, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1880 N Congress Ave. Ste. 205, Boynton Beach, FL 33426RIA
CRD#: 134139
Boynton Beach, FL
Current
June 16, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1880 N Congress Ave., Ste. 205, Boynton Beach, FL 33426BD
CRD#: 39543
Boynton Beach, FL
Past
October 20, 2021 - July 9, 2025
B. RILEY WEALTH MANAGEMENT
BD
CRD#: 2543
Boynton Beach, FL
Past
May 6, 2014 - July 9, 2025
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
Boynton Beach, FL
Past
November 22, 2013 - July 22, 2022
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
BOYNTON BEACH, FL
Past
October 6, 2009 - May 6, 2014
ASSET & FINANCIAL PLANNING, LTD
RIA
CRD#: 110709
BOYNTON BEACH, FL
Past
September 11, 2009 - November 22, 2013
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
BOYNTON BEACH, FL
Past
September 9, 2008 - September 11, 2009
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
W. PALM BEACH, FL
Past
July 14, 2008 - September 11, 2009
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
W. PALM BEACH, 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
California(6/16/2025)
RR
District of Columbia(6/16/2025)
RR
Florida(6/16/2025)
IAR
Florida(6/19/2025)
RR
Georgia(6/16/2025)
RR
Hawaii(6/17/2025)
RR
Illinois(6/16/2025)
RR
Indiana(6/16/2025)
RR
Maryland(6/16/2025)
RR
Massachusetts(6/16/2025)
RR
Michigan(6/16/2025)
RR
New Hampshire(6/16/2025)
RR
New Jersey(6/16/2025)
RR
New York(6/16/2025)
RR
North Carolina(6/16/2025)
RR
Pennsylvania(6/16/2025)
RR
Rhode Island(6/16/2025)
RR
Virginia(6/16/2025)
RR
Wisconsin(6/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Boynton Beach, FL 33426TRUST BUT VERIFY
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