JC
JC

Jennifer Cornett

22 Years of Experience
Vancouver, WA
Broker

Jennifer Cornett is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Vancouver, WA, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

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Location

Vancouver, WA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Independent Financial Partners
September 2021 - May 2022 · 8 mos
Ifp Securities, LLCBroker
August 2021 - May 2022 · 9 mos
Cambridge Investment Research Advisors, INC.
October 2010 - September 2021 · 10 yrs 11 mos
Cambridge Investment Research, INC.Broker
October 2010 - September 2021 · 10 yrs 11 mos
Nationwide Securities, LLCBroker
August 2008 - September 2010 · 2 yrs 1 mo
Nationwide Securities, LLC
August 2008 - September 2010 · 2 yrs 1 mo
1717 Capital Management Company
May 2005 - August 2008 · 3 yrs 3 mos
1717 Capital Management CompanyBroker
April 2005 - August 2008 · 3 yrs 4 mos
Morgan Stanley
February 2005 - March 2005 · 1 mo
Morgan Stanley Dw INC.Broker
February 2005 - March 2005 · 1 mo
RBC Dain Rauscher INC.
July 2004 - February 2005 · 7 mos
RBC Dain Rauscher INC.Broker
July 2004 - February 2005 · 7 mos
National Planning CorporationBroker
March 2003 - May 2004 · 1 yr 2 mos
State Registrations3 states
IATXWA
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.