Jacob Woodcock
Jacob Woodcock is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clinton, IA, with 13 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
880 13th Ave N, Clinton, IA, 52732
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is a tax preparer for NelsonCorp Tax Solutions LLC since 2015, spending a few hours per week. He is also an advisory representative of a registered investment advisor, CIRA, dedicating full-time hours to this role. Jacob also works on a family farm and is an owner of NelsonCorp Wealth Management.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
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.