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Henry J

Series 63, Series 65

New York, NY

Cambridge Investment Research Advisors

Henry Jongerling III is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corporation for nine years. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent financial professionals. The firm provides a range of portfolio management options and utilizes both proprietary and third-party model strategies tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Russell R

Series 63, Series 66

New York, NY

Cambridge Investment Research Advisors

Russell Rivera is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Cambridge since 2013. Outside of his advisory role, he is involved in several community and professional organizations, including serving as co-chair of the Alpha Epsilon Pi New York City Alumni Association and holding leadership roles in the Manhattan Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

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