Jeffrey Barczak
Jeffrey Barczak is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Tucson, AZ, with 3 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
Tucson, AZ
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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.
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Jeffrey works as a tax preparer for Jackson Hewitt Tax Service, dedicating nearly full-time hours, but spending about a quarter of his time trading. He is also an advisory representative for CIRA and an investment advisor representative for SmartPro Financial, spending nearly full-time hours at each, but dedicating about three-quarters of his time trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Previous Registrations
Public Safety Financial/galloway
State Registrations3 states
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.