Henry Jones
Henry Jones is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Virginia Beach, VA, with 29 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
4445 Corporation Lane, Ste 200, Virginia Beach, VA, 23462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Henry is a lacrosse official since 1995 and president of Hampton Roads Lacrosse Officials Association since 2016, dedicating minimal time to the latter. He is also the president and an independent insurance agent for Henry Jones & Associates LLC, spending about 10-20% of his time on this activity, and an advisory representative of CIRA, taking nearly full-time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Bi Investments, LLCBroker
Nationwide Securities, INC.Broker
Rsm Mcgladrey, INC.
H&r Block Financial Advisors, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations5 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.