Jacob Kozmic
Jacob Kozmic is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Miami, FL, with 27 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
100 SE 2nd St., Ste/ 2000, Miami, FL, 33131
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
April 2002Other Business Activities
Jacob is an advisory representative of a registered investment advisor (RIA) since 2016, dedicating full-time hours to this role. Since January 2024, Jacob is also the Founder and CEO of Kozmic1 Global Wealth Management LLC, dedicating full-time hours to this role as well.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J. B. Hanauer & CO.Broker
Gkn Securities CORP.Broker
State Registrations7 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.