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Johnatan M

Series 66

Bellevue, WA

Cambridge Investment Research Advisors

Johnatan Mendez is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Cambridge Investment Research Advisors and related entities beginning in 2025, as well as various positions at the University of Washington Tacoma, Beacon Hill Staffing, The Boeing Company, and HAPO. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages multi-billion dollar assets across multiple platforms and custodians.

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

CFP®, Series 66

Bellevue, WA

Cambridge Investment Research Advisors

Jennifer Bromberg is a Certified Financial Planner (CFP®) with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2018, she held positions at US Bank from 2015 to 2018. She serves as Vice President and board member of the Sammamish Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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

Series 66

Bellevue, WA

Cambridge Investment Research Advisors

Nikhila Vakulabaranam is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. Her previous roles include positions at Newrizons Federal Credit Union, Seattle University, Arcesium India Private Limited, Goldman Sachs Services Private Limited, and Amazon Development Centre India. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management with access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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

Series 66

Bellevue, WA

Cambridge Investment Research Advisors

Riley Williams is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked for PorchLight for five years. Outside of his advisory role, he is involved in civic support activities through PorchLight and serves as a referral source for AP Tax LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

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