Arlington, TX E Lamar Blvd Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

2301 E Lamar Blvd Ste 145

Arlington TX 76006

Advisors at this office

2

Advisors at this office

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Marty B

Series 66

Arlington, TX

Cambridge Investment Research Advisors

Marty Ballesteros is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and has also acted as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides flexible investment solutions across multiple platforms with both proprietary and unaffiliated strategies, supported by institutional features tied to its scale.

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

CFP®, Series 63, Series 65

Arlington, TX

Cambridge Investment Research Advisors

Jason Irons is a CFP® professional with 17 years of industry experience, currently serving with Cambridge Investment Research Advisors. He has been with Cambridge since 2010. Outside of financial advising, he serves as a trustee and board member at Fielder Road Baptist Church and operates as an independent insurance agent. 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 offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using multiple investment platforms and proprietary as well as third-party strategies.

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