JB
ChFC
JB
ChFC

Jaden Butler

8 Years of Experience
Grand Island, NE
Broker

Jaden Butler is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Grand Island, NE, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

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.

Loading...

Location

3008 W Stolley Park Rd, Unit 1, Grand Island, NE, 68801

Get directions

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.

Learn about disclosures →
Other Business Activities

Jaden works as an advisory representative of a Registered Investment Advisor (RIA) since October 2023. This activity takes about half of his time, with half of that time dedicated to trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2023 - Present · 2 yrs 7 mos
Cambridge Investment Research, INC.
October 2023 - Present · 2 yrs 7 mos
Cambridge Investment Research, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
February 2018 - October 2023 · 5 yrs 8 mos
LPL Financial LLCBroker
February 2018 - October 2023 · 5 yrs 8 mos
Sii Investments, INC.
December 2017 - February 2018 · 2 mos
Sii Investments, INC.Broker
October 2017 - February 2018 · 4 mos
State Registrations13 states
AZCOIAKSMOMSNENMNYOHTXVAWA
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.