Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Bremond, TX
Cambridge Investment Research Advisors
Institution
Eric Jones is a Series 66-licensed financial advisor with six years of industry experience, currently with Cambridge Investment Research Advisors since 2021. His prior work history includes roles at Tdecu and ownership of the SIG/Jones Insurance Agency. He serves as a volunteer committee member for the City of Bremond, TX. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platform arrangements and a mix of proprietary and third-party strategies.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Bremond, TX
Bremond TX
Advisors at this office
1
Texas
6 years of industry experience
Cambridge Investment Research Advisors
2021 - Present • 5 years
Fairfield, IA
Cambridge Investment Research, Inc.
2020 - Present • 6 years
Fairfield, IA
Cambridge Investment Research, Inc.
2020 - 2021 • 1 year
Fairfield, IA
Retired
2020 - 2020 • 1 year
Bremond, TX
Tdecu
2019 - 2020 • 1 year
Lake Jackson, TX
SIG/Jones Insurance Agency/Little River LP
2003 - 2019 • 16 years
Bremond, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Marlin, TX
Investa Asset Management LLC
Derek Hoggett is a financial advisor at Investa Asset Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, he is involved in education as a substitute teacher for several school districts in Texas and owns two software companies focused on investment software development and web design. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis, along with active risk management and derivative strategies, to manage discretionary accounts.
Series 65
Marlin, TX
Investa Asset Management LLC
Mike Pore is a Series 65 licensed advisor at Investa Asset Management LLC in Marlin, TX, with 13 years of industry experience. He has been with Investa Asset Management since 2011. Investa Asset Management provides independent, fee-only investment supervisory, portfolio and wealth management, and financial planning services to both individual and institutional clients. The firm employs a combination of fundamental and quantitative analysis within a top-down asset-allocation framework and emphasizes active risk management and sell discipline, often utilizing option-writing and derivative strategies.
Series 66
Franklin, TX
Fidelity
Bart Reider is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Cetera, and Regions Bank. Outside of his advisory role, he is a partner in a real estate development venture. Fidelity, through Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and provides model portfolios to intermediary platforms.
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