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John J

Series 63

Salina, KS

Cambridge Investment Research Advisors

John Jones is a financial advisor at Cambridge Investment Research Advisors with 46 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2009. In addition to his advisory role, he serves as a trustee at Emporia State University, works as a FINRA arbitrator, and acts as an expert witness. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions including proprietary model strategies and access to third-party managers, with implementation options tailored to client objectives across multiple custody platforms.

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

Series 66

Salina, KS

Cambridge Investment Research Advisors

Julie Weems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 25 years of industry experience. She has been with Cambridge since 2007. Outside of her advisory role, she serves as secretary for two local businesses and is involved as an owner or bookkeeper in several family and other business entities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, utilizing both proprietary and third-party model strategies.

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