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Jeffrey Mark Dunseath

Advisor at Cambridge Investment Research Advisors — Cazenovia, NY

Updated today

Credentials

Series 63

Experience

15 years

Location

Cazenovia, NY 13035

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors in Cazenovia, NY, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. and Western International Securities, Inc. Outside of his advisory role, he is also active as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management approaches and multiple custody platforms.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

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

Percentage

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

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Cazenovia, NY

9 Albany Street

Cazenovia NY 13035

Advisors at this office

1

Most active in

New York

Work history

15 years of industry experience

Cambridge Investment Research, Inc.

2025 - Present • 1 year

Fairfield, IA

Cambridge Investment Research Advisors, Inc.

2025 - Present • 1 year

Fairfield, IA

IBN Financial Services, Inc.

2016 - 2025 • 9 years

Liverpool, NY

Western International Securities, Inc.

2016 - 2016 • 1 year

Pasadena, 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

Judson A

Series 63, Series 66, Series 65

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with five years of industry experience. He has led Dark Horse Wealth LLC since 2011. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate clients, offering discretionary investment management, financial planning, and hourly consulting. The firm emphasizes retirement-plan services and combines long-term strategies with tactical portfolio adjustments, typically using low-cost mutual funds, ETFs, and select individual securities.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Jessica C

Series 66, Series 63

Chittenango, NY

Champion, Jessica

Jessica Champion is a financial advisor based in Chittenango, NY, with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Ameriprise Financial Services LLC, LPL Financial, and The Summit Federal Credit Union. Since 2025, she has operated her own independent practice, Champion Method LLC. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, delivering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance review, and risk management. The firm uses a blend of modern portfolio theory, fundamental and technical analysis, and behavioral finance coaching, offering both passive and active investment options, as well as customizable socially responsible investing portfolios.

Retirement income strategy General retirement planning Cash flow / budgeting
user avatar

Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
user avatar

Christopher R

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Douglas B

CFP®, CFA®, Series 63, Series 66

East Syracuse, NY

BPC Advisors LLC

Douglas Burns Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

Wealth management College savings (529s, UTMA, etc.)
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Richard U

Series 63

E. Syracuse, NY

Summit Planning Group, Inc.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Wealth management General retirement planning Cash flow / budgeting
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