Ridgeland, MS Arbor Dr Office
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Cambridge Investment Research Advisors
Institution
Firm-wide stats for Cambridge Investment Research Advisors
About
Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a broad mix of clients—individuals (including both non-HNW and high-net-worth clients), pension and profit‑sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors—by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. Services are delivered through a network of independent Financial Professionals and include direct portfolio management, wrap-fee programs (WealthPort), model-based solutions, and referrals to approved third‑party managers.
Investment implementation is offered across multiple custody and platform arrangements (CMAP, FlexMAP, WealthPort, UMA/CAAP) and can be either discretionary or non‑discretionary, with Financial Professionals tailoring strategies to client objectives. The firm maintains both proprietary model strategies under the Founders Gate Capital brand and access to unaffiliated strategists, and the brochure notes that some advisers use tactical approaches and, in a minority of cases, market‑timing services rather than only buy‑and‑hold allocations.
Noteworthy, and less common among peer institutions, is Cambridge’s explicit disclosure of affiliated‑strategy economics and related conflict‑of‑interest controls for Founders Gate Capital, along with documented advisor business relationships that include Financial Professionals who are attorneys or CPAs and may provide or refer legal and accounting services. The brochure also details institutional features tied to the firm’s scale—advisor transition loans/grants and equity participation arrangements, FDIC sweep options, and formal compliance and supervisory processes—which can materially shape how recommendations are selected and implemented.
Expertise
Location
350 Arbor Dr, Ste E
Ridgeland MS 39157
Advisors at this office
3
Advisors at this office
Jeanne B
CFP®, Series 66
Ridgeland, MS
Cambridge Investment Research Advisors
Jeanne Burns is a CFP® and Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2011. She has 16 years of industry experience and also serves as president of Cassibry Financial Planning LLC. Outside of financial advising, she is an independent insurance agent and manages a family farming operation in Ridgeland, MS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and proprietary and third-party strategies.
John H
CFP®, Series 63, Series 65, Series 66
Ridgeland, MS
Cambridge Investment Research Advisors
John Harvey is a CFP® professional with over 34 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His background includes roles at Cambridge Investment Research, Inc. beginning in 2009. Outside of his advisory work, he serves as a board member for the Rolling Meadows Home Owners Association, a nonprofit community organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers tailored investment strategies through a network of independent Financial Professionals and supports multiple custody platforms, with both proprietary and third-party model solutions.
Kevin B
Series 63, Series 66
Ridgeland, MS
Cambridge Investment Research Advisors
Kevin Bingham is a financial advisor with Cambridge Investment Research Advisors in Ridgeland, MS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Cambridge since 2009 and serves as president of Brigham Capital Strategies. Bingham is also a board member of the FBI Jackson Citizens' Academy Alumni Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.
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