Jason Conner
Jason Conner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 11 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
1776 Pleasant Plain Rd, Fairfield, IA, 52556
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a trustee/board member for Mt. Pleasant Pilgrim Nazarene Church since 2005, and a board member for Green Mound Cemetery since 2016, dedicating minimal time to each. Jason also owns Graber Conner Farm since 2023, dedicating nearly full-time hours to it and about 10-20% of his time to trading related to the farm.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
State Registrations1 state
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