Jacob Jones is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds a Series 66 designation and previously worked at BrightEdge Technologies, Inc. and the Cleveland Browns. Jones is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides diverse investment implementation options, including proprietary models and access to third-party managers, tailored to client objectives.

David Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Vantage Financial Group, Inc. In addition to his advisory work, Jones acts as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management and model-based solutions.