Carrollton, GA Lee St Office

Jackson Grillo is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Rezolut and Rollins Inc. Prior to his current role, he had an 11-year tenure at Cambridge Investment Research, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Pamela Robinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. She has been with Cambridge since 2008 and previously worked at Grillo & Associates for 25 years. Outside of her advisory work, 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 is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment approaches including proprietary models and third-party strategies.

Joel Shirey is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and is also associated with GMS Planning and Grillo & Associates. Outside of advising, he serves as a board secretary and deacon at Tabernacle Baptist Church in Carrollton, GA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes multiple platform arrangements and proprietary and third-party model strategies, with options for both discretionary and non-discretionary management.

John Martin Jr. is a financial advisor with Cambridge Investment Research Advisors in Carrollton, GA, holding a Series 66 credential and 19 years of industry experience. Prior to joining Cambridge in 2019, he worked for Edward Jones from 2007 to 2019. Outside of his advisory role, Martin owns and operates Martin Private Wealth Group and is involved in agricultural activities and other business ventures. 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, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.