JI
CFP
JI
CFP

Jason Irons

16 Years of Experience
Arlington, TX
BrokerSells Insurance

Jason Irons is a CFP-designated registered investment advisor, based in Arlington, TX, with 16 years of industry experience.

Location

501 E Border St., Ste 200, Arlington, TX, 76010

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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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Other Business ActivitiesSells Insurance

Jason is an independent insurance agent since 2008 and again since 2024, working with various insurance carriers, and also uses a DBA for insurance services. He also refers businesses to HR outsourcing firms and is an advisory rep for a RIA, a trustee for a church, and uses a trade name for wealth management.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Cambridge Investment Research Advisors, INC.
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Etexfinancial, INC.
May 2009 - November 2010 · 1 yr 6 mos
State Registrations14 states
ALARCACOFLILKYLAMSNCNYSCTXVA
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.