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Jeremy Fleeman

Cambridge Investment Research Advisors, INC.
26 Years of Experience
Fairfield, IA
1 DisclosureBroker
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Jeremy Fleeman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 26 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1776 Pleasant Plain Rd, Fairfield, IA, 52556

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeremy works as an advisory representative of a registered investment advisor (RIA). This activity is investment-related and takes about half of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2006 - Present · 20 yrs 7 mos
Cambridge Investment Research, INC.
April 2005 - Present · 21 yrs 6 mos
Cambridge Investment Research, INC.Broker
April 2005 - Present · 21 yrs 6 mos
Previous Registrations
Pfpc Distributors, INC.Broker
August 2003 - December 2004 · 1 yr 4 mos
Bisys Fund Services Limited PartnershipBroker
January 2000 - September 2001 · 1 yr 8 mos
Kemper Distributors, INC.Broker
January 1998 - December 1999 · 1 yr 11 mos
State Registrations2 states
FLIA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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