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Erik F

CFP®, Series 63, Series 66

Glen Ellyn, IL

Cambridge Investment Research Advisors

Erik Ford is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes prior roles at Merrill, LPL Financial, and 1st Global firms. He serves as a trustee and board member for the Science and Arts Academy, a private school in Des Plaines, IL. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals and manages assets across multiple platforms and custodians.

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

CFP®, Series 66

Glen Ellyn, IL

Cambridge Investment Research Advisors

Jason Marrs is a CFP® professional with seven years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. Prior to that, Marrs was with Edward Jones from 2018 to 2020 and held positions at First Site, Ltd and Illinois State University. He is also the owner of Fortitude Capital Management, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated advisers and proprietary model strategies under the Founders Gate Capital brand.

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