Robert Kenon

CAMBRIDGE INVESTMENT RESEARCH ADVISORS

Tallahassee, FL 32304

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CRD#: 714892

Professional summary

Robert Kenon, CFP®, who also goes by Bob Kenon Jr, Robert Kenon Jr, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Tallahassee, Florida and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Tallahassee, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Robert has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Kenon Jr | Robert Kenon Jr

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) ROBERT KENON, 630 WEST BREVARD STREET TALLAHASSEE FL, 10/16/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 25 HR/MO 10 HR/MO TRADING 2) CORNUCOPIA WEALTH MANAGEMENT LLC, 630 WEST BREVARD STREET TALLAHASSEE FL, 10/2022, IAR, DBA, INV REL, 5 HR/MO 0 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING, 10/29/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Kenon's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1987

Experience

Current

October 16, 2024 - Present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Office #1: 630 West Brevard St., Tallahassee, FL 32304

RIA

CRD#: 134139

Tallahassee, FL

Current

October 16, 2024 - Present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Office #1: 630 West Brevard Street, Tallahassee, FL 32304

CRD#: 39543

Tallahassee, FL

Past

June 19, 2018 - October 18, 2024

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

TALLAHASSEE, FL

Past

June 19, 2018 - October 18, 2024

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

TALLAHASSEE, FL

Past

January 10, 2018 - June 19, 2018

ELE WEALTH SOLUTIONS, INC.

CRD#: 38931

TALLAHASSEE, FL

Past

January 9, 2018 - July 11, 2018

ELE ADVISORY SERVICES, INC

RIA

CRD#: 148228

TALLAHASSEE, FL

Past

February 10, 2009 - December 15, 2017

SII INVESTMENTS, INC.

RIA

CRD#: 2225

TALLAHASSEE, FL

Past

February 9, 2009 - December 15, 2017

SII INVESTMENTS, INC.

CRD#: 2225

TALLAHASSEE, FL

Past

December 4, 2007 - February 24, 2009

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

TALLAHASSEE, FL

Past

December 3, 2007 - February 24, 2009

SECURITIES AMERICA, INC.

CRD#: 10205

TALLAHASSEE, FL

Past

January 3, 2005 - December 12, 2007

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

TALLAHASSEE, FL

Past

January 14, 2003 - December 31, 2004

EASTERN POINT ADVISORS INC.

RIA

CRD#: 107123

TALLAHASSEE, FL

Past

January 2, 2003 - December 12, 2007

INVESTORS CAPITAL CORP.

CRD#: 30613

TALLAHASSEE, FL

Past

February 16, 1994 - December 31, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

TALLAHASSEE, FL

Past

February 16, 1994 - December 31, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

September 15, 1993 - February 18, 1994

TRIPLE CHECK FINANCIAL SERVICES, INC.

CRD#: 13344

BURBANK, CA

Past

April 1, 1991 - September 16, 1993

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

November 15, 1990 - April 1, 1991

PW SECURITIES, INC.

CRD#: 6775

Past

January 31, 1985 - December 12, 1989

PW SECURITIES, INC.

CRD#: 6775

Past

September 16, 1980 - January 14, 1985

WADDELL & REED

CRD#: 866

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".

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

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.

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

Alabama
(10/21/2024)

Arizona
(10/16/2024)

Arkansas
(10/16/2024)

Colorado
(10/16/2024)

Florida
(10/17/2024)

IAR

Florida
(10/29/2024)

Georgia
(10/18/2024)

Maryland
(10/16/2024)

New York
(10/16/2024)

North Carolina
(11/1/2024)

South Carolina
(10/21/2024)

Tennessee
(10/16/2024)

Texas
(10/16/2024)

IAR

Texas
(10/16/2024)

Virginia
(10/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/18/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/1/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2004

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 9/8/1980

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/5/2004

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CRD#: 134139 / SEC#: 801-63930

RIA

Registered Investment Advisory firm - (2/3/2005 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIRA ADV 2A (9/8/2025)

WEALTHPORT WRAP BROCHURE (9/8/2025)

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	Cover Page	Report
04/29/2024	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Robert Kenon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Kenon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

ELE WEALTH SOLUTIONS, INC.

ELE ADVISORY SERVICES, INC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

INVESTORS CAPITAL CORP.

EASTERN POINT ADVISORS INC.

INVESTORS CAPITAL CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRIPLE CHECK FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

PW SECURITIES, INC.

PW SECURITIES, INC.

WADDELL & REED

Primary Firm SEC Registration

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2007

Series 63

Date: 12/1/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2004

Series 1

Date: 9/8/1980

Series 24

Date: 10/5/2004

FINRA

Current Firm

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

TRUST BUT VERIFY

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