Chandler, AZ W Gila Springs Pl Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

6

Of 3,909 advisors across 2,197 offices

Location

6150 W Gila Springs Pl, Suite 26

Chandler AZ 85226

Advisors at this office

6

Advisors at this office

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Tyler J

Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Tyler Jackson is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Farmers Insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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

Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Joshua Jolin is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation. He began his advisory career in 2025 after 14 years with the Kyrene School District. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management solutions across multiple platforms, including proprietary and third-party strategies, with implementation tailored to client objectives.

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

Series 65, Series 63

Chandler, AZ

Cambridge Investment Research Advisors

Greyson Sassman is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. Prior to joining Cambridge, he held roles at Morgan Stanley and various other firms, as well as experience working at Whisper Rock Golf Club. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and utilizes proprietary and third-party strategies tailored to client objectives.

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

Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Johnathon Woodard is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Vanguard, and Charles Schwab. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

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

Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Fiore Liberta is a Series 66 licensed financial advisor with 13 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2022. Prior to this, Fiore worked at Kestra Investment Services and Kestra Advisory from 2016 to 2022. Outside of advising, Fiore owns an automotive repair business, European Auto Werks, based in Mesa, AZ. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment implementation options through various platform arrangements and maintains 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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Ryan J

CFP®, Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Ryan Junas is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and Series 66 designations and bringing four years of industry experience. Prior to his current role at Cambridge, he worked at Kestra Advisory and Kestra Investment Services in 2022. He also has over two decades of service with the City of Phoenix Police Department. 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 plan advisory services through a network of independent Financial Professionals, employing a variety of portfolio management approaches and platform arrangements.

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