Jeffery Wylie
Jeffery Wylie is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Abita Springs, LA, with 44 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
Abita Springs, LA
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Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Jeffery is the president and an independent insurance agent for various independent insurance companies through Jeff Wylie & Associates Inc. He also owns real estate rentals, consults on employee benefits, is involved with commercial real estate through Pandhandle Investment Partners, LLC, is an advisory rep of a RIA, and is a board member at Southstone Church.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
G & W Equity Sales, INC.Broker
American United Life Insurance CompanyBroker
Hartford Equity Sales Company INC.Broker
Provident Marketing CorporationBroker
State Registrations2 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.