Forest, VA Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

1134 Thomas Jefferson Road Suite 2

Forest VA 24551

Advisors at this office

2

Advisors at this office

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Ronald D

Series 63, Series 65

Forest, VA

Cambridge Investment Research Advisors

Ronald Devos is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Cambridge since 2014. Outside of his advisory role, he is an independent insurance agent and is involved in ownership and management of financial-related business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

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

Series 63, Series 65

Forest, VA

Cambridge Investment Research Advisors

Jack Jones is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience and has been with Cambridge Investment Research Advisors since 2017. Outside of his advisory role, he is also an independent insurance agent specializing in Medicare. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services. The firm delivers these services through a broad network of independent Financial Professionals and supports a variety of investment strategies across multiple custody platforms.

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