Carrollton, GA Lee St Office

Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. He previously worked at Rezolut and Rollins Inc, and has been affiliated with Cambridge Investment Research, Inc. in various roles since 2014. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 22 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2008 and previously with Grillo & Associates for 25 years. Outside of her advisory role, she serves as treasurer for Habitat for Humanity of West Georgia and is involved as a youth leader at Midway Macedonia Baptist Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports various management approaches through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Joel Shirey is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 16 years of industry experience and has worked with Cambridge in various capacities since 2009. Outside of his advisory role, he is involved with Tabernacle Baptist Church of Carrollton, serving as a secretary at board and deacon meetings and participating on the church committee and student ministry council. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to third-party advisers and proprietary model strategies.

John Martin Jr. is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Cambridge in 2019. Outside of his advisory role, he is owner and president of Martin Private Wealth Group and is involved with several private business ventures. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, 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 across multiple platforms and custodians.