Jacksonville, FL Office

Sean Shea is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Cambridge in 2021, he worked at Lincoln Financial Securities Corporation from 2008 to 2021. Outside of his advisory role, he is involved in ownership positions within insurance, benefits, and human resources businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.

James Hobson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He joined Cambridge in 2017 after a prior role at Signator Investors. Outside of advisory work, he serves as a law enforcement officer with the Jacksonville Sheriff’s Office and engages in charitable fundraising for the Fraternal Order of Police. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals and utilizes both proprietary and third-party model strategies across multiple platform arrangements.

Louis Smith III is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He has worked with Lincoln Financial Securities Corporation and has maintained his own business, AccountFirst, Inc., since 2003. Smith also serves as a moderator for courses at The American College. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through multiple platforms and emphasizes both proprietary and third-party model strategies.

Teresa Shea is a CFP® with 23 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and previously worked for Lincoln Financial Securities Corporation for 13 years. Outside of her advisory role, she is involved in insurance through ownership and management positions with independent insurance agencies. 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 advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and custody platforms.

Julio Gonzalez is a financial advisor with Cambridge Investment Research Advisors in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His work history includes roles at EQUIS and Ameritas Investment Corp, and he has operated independently in insurance agency activities for several years. In addition to his advisory work, he is involved in independent insurance agency operations under the SMART PRO FINANCIAL name. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platforms and emphasizes both proprietary and third-party model strategies along with institutional resources for financial professionals.

John Nettuno is a financial professional at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 16 years. Outside of his advisory role, he is also a musician performing in a band based in Atlanta, GA. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through independent financial professionals. The firm offers a range of financial planning and investment management services, utilizing multiple custody platforms and both discretionary and non-discretionary management approaches.

Erin Owen is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual and First Command in various advisory and insurance roles. Beyond her advisory career, Owen is involved as president of Voyager Financial Solutions, LLC, and works in the food and beverage sector at Chow Down Alley. 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 advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platforms.