Edwin Jones
Edwin Jones is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Port Orange, FL, with 35 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
5537 S. Williamson Blvd, Suite 754, Port Orange, FL, 32174
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2012Other Business ActivitiesSells Insurance
Edwin is an advisory representative of a Registered Investment Advisor (RIA), dedicating full-time hours to this role. Additionally, Edwin works as an independent insurance agent for various companies since 2008, spending a few hours per week on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Franklin Financial Services CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.