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Jason Anthony Galardy

Advisor at Cambridge Investment Research Advisors — Corona, CA Temescal Canyon Rd.

Updated today

Credentials

Series 66

Experience

20 years

Location

Corona, CA 92883

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,911

Across 2,198 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Jason Galardy is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and FSC Securities Corporation. Outside of his advisory role, he is involved with NETTWORTH FINANCIAL GROUP. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Annuities Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees for financial planning services, financial wellness, setup fees up to 1% of assets or $1,000, not exceeding combined 3% with advisory fees.

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Commissions earned by Financial Professionals acting as Registered Representatives of Cambridge on securities transactions and insurance sales.

Project-based

Hourly fees generally not to exceed $500/hour for financial planning and consulting services.

Other

Account minimum: $25,000 Minimum fee: For WealthPort CAAP and UMA programs: $250 annual minimum program fee per account. Fee-only: Financial Planning Flat fees generally up to $25,000, hourly fees generally up to $500/hour, Asset Based Fee for consulting.

Location

See office

Corona, CA Temescal Canyon Rd.

4160 Temescal Canyon Rd., Ste. 401

Corona CA 92883

Advisors at this office

2

Most active in

California · Texas

Work history

20 years of industry experience

Cambridge Investment Research Advisors, Inc.

2019 - Present • 7 years

Fairfield, IA

Cambridge Investment Research, Inc.

2019 - Present • 7 years

Fairfield, IA

FSC Securities Corporation

2014 - 2019 • 5 years

Aliso Viejo, CA

National Planning Corporation

2009 - 2014 • 5 years

Irvine, CA

Goldman Sachs Wealth Services

2006 - 2008 • 2 years

Irvine, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Samuel S

Series 66

Lake Forest, CA

Solid State Wealth Advisory Group

Samuel Sharples is a financial advisor at Solid State Wealth Advisory Group with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC for 11 years and Waddell & Reed for one year. Solid State Wealth Advisory Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, and businesses. The firm provides discretionary investment management, financial planning, and consulting with investment strategies tailored to clients’ goals, risk tolerance, and time horizon, utilizing a variety of analytical methods and may appoint sub-advisors to manage client accounts.

Wealth management Tax strategies for small businesses

Mark W

CFP®

Irvine, CA

Mile Wealth Management

Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.

General retirement planning Baby Boomers (Born 1946-1964)
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Binjie L

CFA®, Series 63

Irvine, CA

XFO Capital

Binjie Li is a CFA® charterholder and holds a Series 63 license, with seven years of industry experience. He currently works at XFO Capital and has previously held roles at GT Securities, Northwestern Mutual, MSQ Ventures, East West Bank, and Blue Stone Capital. XFO Capital, LLC provides investment management, financial planning, and consulting services to a diverse client base including institutional investors, high-net-worth individuals, families, trusts, and nonprofits. The firm employs a mix of active and passive investment strategies across various asset types and offers services such as family-office setup and board education for nonprofits.

Private / alternative investments Tax-loss harvesting Options & derivatives strategies Real estate investing Founder/Business Owner
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Allen D

Series 63, Series 65

Lake Mathews, CA

Royale Investment Advisor LLC

Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 20 years of experience in financial advisory services, having led Royale since 2006. In addition to his advisory role, he sells life, health, and disability insurance as an agent with EMC Insurance Services. Royale Investment Advisor LLC provides asset management and financial planning services primarily to individual and high-net-worth clients. The firm offers tailored portfolios and planning across various areas, including retirement, estate, charitable giving, tax and corporate structuring, and specialized analyses, managing assets largely on a non-discretionary basis with a focus on fundamental analysis and a long-term buy-and-hold strategy.

General retirement planning General tax planning Wealth management Active portfolio management
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Yao J

Series 65

Irvine, CA

Aurevia Capital Inc.

Yao Jin is a financial advisor at Aurevia Capital Inc. with a Series 65 designation and one year of industry experience. Prior to joining Aurevia Capital in 2026, Yao's background includes work at Dynasty International Foods and periods as a student. Aurevia Capital Inc. is an independent advisory firm serving individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a combination of fundamental and technical analysis alongside long-term strategies and portfolio monitoring.

Wealth management
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Percy K

Series 63, Series 65

Irvine, CA

FTIB Asset Management LLC

Percy Kandukira is a financial advisor with FTIB Asset Management LLC in Irvine, CA, holding Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Ornate Investment Managers LLC and Finalis Securities LLC. Kandukira also serves as a managing member of Ornate, focusing on investment banking deal origination and execution. FTIB Asset Management LLC is a state-registered investment adviser offering tailored portfolio management and pension consulting to individual, business, and institutional clients. The firm employs an IPS-driven process emphasizing planning, monitoring, and rebalancing, and provides services exclusively on a non-discretionary basis to a broad institutional client base.

Founder/Business Owner
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