Jeffrey Coleman
Jeffrey Coleman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Grain Valley, MO, with 28 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
510 Main Street, Grain Valley, MO, 64029
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2023Judgment / Lien
November 2019Judgment / Lien
June 2018Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Jeffrey works as an insurance broker and independent insurance agent for various companies, dedicating about 10-20% of his time to sales and service of insurance. He also serves as a Missouri State Representative, a school board member for Grain Valley School District, and is an advisory representative of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Financial Telesis INCBroker
Financial Telesis, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Liberty Group, LLCBroker
Hartford Equity Sales Company INC.Broker
Fortis Investors, INC.Broker
Washington Square Securities, INC.Broker
State Registrations3 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.