Ambrose Chan is a CFP® professional with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He also operates AC Financial Advisory Group, LLC, a business focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based solutions tailored to client objectives.

Jacqueline Chan is a financial advisor with Cambridge Investment Research Advisors in Fort Lee, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with Cambridge since 2014 and also operates AC Financial Advisory Group. Additionally, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.