Jeffrey M. Funderburk
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Grand Junction, CO 81507
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CRD#: 6015422
Professional summary
Jeffrey M Funderburk, CFP®, who also goes by Jeff Funderburk, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Grand Junction, Colorado and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Grand Junction, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jeffrey has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Funderburk
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, 372, RIDGES BLVD, GRAND JUNCTION, CO, 12/2013 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/MO - 5/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 8/2012 AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 30/TRADING. 3) GJCFPS, 372 RIDGES BLVD, GRAND JUNCTION, CO, 12/2014. FINANCIAL PLANNING AND ADVICE. INV REL-40/WK-40/TRADING. 4) ST. MARY'S MEDICAL CENTER FOUNDATION, 2635 N 7th Street, First Floor, Grand Junction CO 81502, 01/2022, BOARD MEMBER, CHARITABLE ORGANIZATION, NIR, 4 HR/MONTH 4 HR/MONTH TRADING 5) LEGACY WEALTH MANAGEMENT, 372 Ridges Blvd, Grand Junction CO 81507, United States, 08/28/2024, IAR, DBA Name, INV REL, 160 HR/MONTH 130 HR/MONTH TRADING 6) J.M. BURK FINANCIAL, 372 Ridges Bvld, Grand Junction CO 81507, United States, 08/28/2024, Owner, Owner/Partner of a Business Entity, NIR, 160 HR/MONTH 130 HR/MONTH TRADING 7) JDBURK PROPERTIES, 372 Ridges Blvd., Grand Junction, CO 81507, United States, START DATE 10/2025, Member, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey M Funderburk'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: 2014
Experience
Current
August 8, 2012 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 372 Ridges Blvd., Grand Junction, CO 81507RIA
CRD#: 134139
Grand Junction, CO
Current
March 16, 2012 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 372 Ridges Blvd, Grand Junction, CO 81507BD
CRD#: 39543
Grand Junction, CO
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
Alaska(1/2/2018)
RR
Arizona(1/2/2015)
RR
California(1/2/2013)
RR
Colorado(3/20/2012)
IAR
Colorado(8/8/2012)
RR
Florida(1/2/2018)
RR
Idaho(1/2/2018)
RR
Illinois(1/2/2018)
RR
Iowa(1/2/2013)
RR
Kansas(1/2/2018)
RR
Louisiana(1/2/2018)
RR
Maryland(1/2/2018)
RR
Michigan(1/2/2018)
RR
Minnesota(1/2/2018)
RR
Missouri(1/2/2018)
RR
Montana(1/3/2020)
RR
Nebraska(1/2/2018)
RR
Nevada(1/2/2018)
RR
New Hampshire(5/28/2021)
RR
New Jersey(1/2/2018)
RR
New Mexico(1/2/2013)
RR
North Carolina(1/2/2018)
RR
Oregon(1/2/2018)
RR
Puerto Rico(9/22/2016)
RR
South Carolina(1/3/2023)
RR
Tennessee(8/29/2019)
RR
Texas(1/2/2018)
IAR
Texas(1/2/2018)
RR
Utah(1/2/2018)
RR
Virginia(1/2/2025)
RR
Washington(1/2/2013)
RR
Wisconsin(1/2/2020)
RR
Wyoming(1/2/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Grand Junction, CO 81507TRUST BUT VERIFY
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