JP
Jeffrey T. Pacha
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Cedar Rapids, IA 52404
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CRD#: 5940947
JP
Professional summary
Jeffrey Travis Pacha, who also goes by Jeffrey Pacha, Jeff Pacha, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Cedar Rapids, Iowa and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Coralville, Iowa.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Pacha | Jeff Pacha
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, 05/19/2020, AS ADVISORY REP OF A RIA, INV REL, 160 HRS/MO 120 HRS/MO TRADING 2) BUSINESS & FINANCIAL STRATEGIES LLC, 2229 E GRANTVIEW LANE STE 1 CORALVILLE IA, 06/2011, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HRS/MO 8 HRS/MO TRADING 3) BUSINESS AND FINANCIAL STRATEGIES LLC, 2229 E GRANTVIEW LANE SUITE 1 CORALVILLE IA, 06/2011, OWNER, DBA, INV REL, 160 HRS/MO 160 HRS/MO TRADING 4) REGINA FOUNDATION, 2140 ROCHESTER AVE IOWA CITY, IA, 08/2021, VOLUNTEER COMMITTEE MEMBER, NIR, 1 HR/MO 0 HR/MO TRADING 5) BFS CORALVILLE LLC, 2229 E GRANTVIEW LN SUITE 1 CORALVILLE IA, 01/2023, OWNER, BUSINESS ENTITY, INV REL, 30 HRS/MO 30 HRS/MO TRADING 6) JOHNSON COUNTY I-CLUB, 2425 PRAIRIE IOWA CITY IA 52242, 11/20/2013, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO 2 HR/MO TRADING 7) PACHA INVESTMENTS LLC, 601 NEX AVE, IOWA CITY IA 52240, 12/2023, OWNER, HOLDING COMPANY FOR OWNERSHIP OF BFS CORALVILLE, LLC SHARES, NIR, 0 HR/MO - 0 HR/MO TRADING. 8) JJP 2, LLC, 4140 Grand Ave., Des Moines IA 50312, 12/2024, Owner, Owner/Partner of a Business Entity, INV REL, 2 HR/MO - 1 HR/MO TRADING. 9) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, Partner, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Travis Pacha'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 19, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 3200 37th Ave. Sw, Cedar Rapids, IA 52404Office #2: 2229 E Grantview Lane #1, Coralville, IA 52241RIA
CRD#: 134139
Cedar Rapids, IA
Current
May 19, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 2229 E Grantview Lane #1, Coralville, IA 52241BD
CRD#: 39543
Coralville, IA
Past
December 1, 2014 - May 29, 2020
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
CORALVILLE, IA
Past
July 11, 2011 - May 29, 2020
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
CORALVILLE, IA
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
Arizona(7/3/2024)
RR
Colorado(1/3/2023)
RR
Illinois(5/19/2020)
RR
Iowa(5/19/2020)
IAR
Iowa(5/19/2020)
RR
Kansas(7/14/2020)
RR
Minnesota(5/19/2020)
RR
Nebraska(10/11/2022)
RR
Nevada(8/30/2023)
RR
Oregon(1/7/2021)
RR
Texas(5/19/2020)
IAR
Texas(5/19/2020)
RR
Wisconsin(5/19/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/4/2022
General Securities Representative ExaminationGeneral 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
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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#: 134139Cedar Rapids, IA 52404TRUST BUT VERIFY
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