Jason Stamm
Jason Stamm is a CFA-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Boynton, FL, with 17 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
1880 N Congress Ave., Ste. 205, Boynton, FL, 33426
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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
Jason is a life, long-term care, and annuity agent for B. Riley Wealth Insurance Corporation, dedicating a few hours per week to this role. He also owns JPS Accounting & Tax Advisory Inc, spending full-time hours during tax season and about 10-20% of his time the rest of the year, and JPS Wealth Management, spending full-time hours. Jason is also a member-manager of 1880 Congress 205 LLC and owns a rental condo, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations9 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.