Chandler, AZ W Gila Springs Pl Office

Team
Updated today
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Cambridge Investment Research Advisors

Institution

Firm-wide stats for Cambridge Investment Research Advisors

Total advisors

3,911

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

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.

Based on Cambridge Investment Research Advisors

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k)

Based on Cambridge Investment Research Advisors

Location

6150 W Gila Springs Pl, Suite 26

Chandler AZ 85226

Advisors at this office

6

Advisors at this office

user avatar

Tyler J

Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Tyler Jackson is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Farmers Insurance. Prior to entering financial services, he spent time in education at Grand Canyon University and Desert Vista High School. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a range of platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Joshua J

Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Joshua Jolin is a financial advisor at Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation. He has one year of industry experience and previously worked for the Kyrene School District for 14 years. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse clientele, including individual, pension, and charitable organization clients. The firm operates through thousands of financial professionals and offers a variety of platform options, proprietary model strategies, and access to third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Greyson S

Series 65, Series 63

Chandler, AZ

Cambridge Investment Research Advisors

Greyson Sassman is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials. He has been with Cambridge since 2026 and has prior experience at Morgan Stanley and Baird Financial Services, as well as roles outside the financial industry including positions at Whisper Rock Golf Club and various restaurants. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and a multi-billion dollar asset base.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

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 the Series 66 designation and has held positions at several firms, including Vanguard Marketing Corporation, Merrill Lynch, and Charles Schwab. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a variety of account platforms, including proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Fiore L

Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Fiore Liberta is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has previously worked with Kestra Investment Services and SII Investments. Outside of advisory work, Liberta is the owner of an automotive repair business, European Auto Werks, based in Mesa, AZ. 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 through a large network of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across various platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
user avatar

Ryan J

CFP®, Series 66

Chandler, AZ

Cambridge Investment Research Advisors

Ryan Junas is a CFP® with four years of industry experience, currently with Cambridge Investment Research Advisors. He has also worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of his financial advisory role, he has served with the City of Phoenix Police Department since 2004 and is involved with Integrity Financial Group as an agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Annuities Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this office
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