Jason Staff
Jason Staff is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Rockport, TX, with 10 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
1002 East Main St., Rockport, TX, 78382
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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 Activities
Jason is an advisory representative of an RIA, spending full-time hours, and also works as a personal trainer for about 10-20% of his time. Additionally, Jason owns a retail sales/distribution business, Legacy 3D, dedicating minimal time to it, and is an IAR for Legacy Wealth Partners LLC, spending nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Symphonic Financial Advisors LLC
Symphonic Securities LLCBroker
State Registrations12 states
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