Jack Spencer
Jack Spencer is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Valley City, OH, with 57 years of industry experience. Jack 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
Valley City, OH
Get directionsHistory
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
Jack is an independent insurance agent since 2018 and sells firewood. He is also an advisory representative of a registered investment advisor and an investment advisor representative under the DBA name J. Spencer Investments, dedicating full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Mutual Service CorporationBroker
Anchor National Financial Services, INC.Broker
Western Reserve Financial Services CORPBroker
Westfield Securities CompanyBroker
State Registrations1 state
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.