Boca Raton, FL W Palmetto Park Rd. Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients — including pension and charitable organization clients — by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi‑billion dollar asset base while offering account implementation across multiple platforms and custodians.
The firm supports both discretionary and non‑discretionary management via platforms described in the brochure (CMAP, FlexMAP and the WealthPort wrap program), offers access to unaffiliated third‑party advisers and sub‑advisors, and maintains proprietary model strategies under the Founders Gate Capital brand. The brochure also notes some Financial Professionals offer tactical services such as market‑timing strategies and that a subset of advisers maintain outside professional practices (including accounting and legal services) and may refer clients to those practices.
Notable distinctions in the brochure include the firm’s development and distribution of affiliated model strategies (Founders Gate Capital), with disclosed strategist fees and related conflict‑of‑interest procedures, and detailed governance around platform and third‑party relationships. The brochure also discloses recent regulatory matters — including an SEC consent with restitution and penalties totaling approximately $13.2 million (2025) and a Delaware consent order with penalties and restitution of about $1.05 million (2026) — and describes supervisory and procedural changes the firm has put in place.
Expertise
Location
7284 W Palmetto Park Rd., Ste 202 S
Boca Raton FL 33433
Advisors at this office
2
Advisors at this office
Kathleen R
Series 63, Series 65
Boca Raton, FL
Cambridge Investment Research Advisors
Kathleen Reeves is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Her career includes positions at UBS Financial Services and FSC Securities Corporation. She is also the owner of Beitler Financial Group, a separate financial services entity based in Boca Raton, FL. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and proprietary model strategies while supporting both discretionary and non-discretionary management approaches.
Jonathan B
Series 63, Series 65
Boca Raton, FL
Cambridge Investment Research Advisors
Jonathan Beitler is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. His prior roles include positions at FSC Securities Corporation, Raymond James Financial Services, and UBS Financial Services. Outside of financial advising, he is CEO and co-owner of Trinity Creek Farms, a livestock sales and leasing business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supports both discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.
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