Jason A. Irons
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Arlington, TX 76010
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CRD#: 5661263
Professional summary
Jason Allen Irons, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Arlington, Texas and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Arlington, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jason has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) INDEPENDENT INSURANCE AGENT, 501 E BORDER ST STE 200, ARLINGTON, TX, 10/2008 FOR VARIOUS INDEPENDENT INSURANCE CARRIERS. INV REL - 10/WK - 1/TRADING. 2) JASON A IRONS, 501 E BORDER ST STE 200, ARLINGTON, TX 76012. BEGAN 03/2012 AS ADVISOR, REFERRING BUSINESSES AND BUSINESS OWNERS TO THIRD PARTY HUMAN RESOURCES OUTSOURCING FIRMS AND CONSULTANTS FOR ASSISTANCE IN THE AREAS OF HUMAN RESOURCES, EMPLOYEE BENEFITS AND PAYROLL SERVICES. NOT INVESTMENT RELATED. DEVOTES 1 HR/WK. 1 HR DURING TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 5/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) FIELDER ROAD BAPTIST CHURCH, 2011 S Fielder Rd, Arlington TX, 04/01/2022, Trustee, Board Member/Officer/Director/Committee Member/Board, NIR, 1 HR/MO, 0/HR MO Trading 5) RENAISSANCE WEALTH MANAGEMENT LLC, 501 E Border Street, Suite 200, Arlington TX 76012, 05/2014, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 130 HR TRADING 6) IRONHORSE WEALTH MANAGEMENT, LLC, DBA JASON IRONS, DBA IWM INSURANCE SERVICES, 1403 Blackhill Ct, Arlington TX 76012, United States, 10/01/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40/MO - 10/Trading
CRS (Client Relationship Summary) - RIA
Click below to view Jason Allen Irons'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: 2010
Experience
Current
November 15, 2010 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 501 E Border St. Ste 200, Arlington, TX 76010RIA
CRD#: 134139
Arlington, TX
Current
March 7, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 501 E Border St. Ste 200, Arlington, TX 76010BD
CRD#: 39543
Arlington, TX
Past
May 4, 2009 - November 16, 2010
ETEXFINANCIAL, INC.
RIA
CRD#: 142696
ARLINGTON, TX
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
Alabama(10/28/2015)
RR
Arkansas(3/17/2011)
RR
California(5/21/2014)
RR
Colorado(1/2/2014)
RR
Florida(12/5/2018)
RR
Hawaii(10/17/2019)
RR
Illinois(4/21/2015)
RR
Kentucky(4/28/2022)
RR
Maryland(2/25/2021)
RR
Mississippi(4/28/2022)
RR
New Mexico(1/4/2021)
RR
New York(1/8/2014)
RR
North Carolina(3/25/2022)
RR
South Carolina(1/22/2020)
IAR
Texas(11/15/2010)
RR
Texas(3/17/2011)
RR
Virginia(1/3/2023)
RR
West Virginia(10/7/2022)
Exams
State Security Law Exam
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
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.
