Thomas Jacks, financial advisor Danville IN

Thomas Jacks

CRD Number: 5004895
Current Firm: Cambridge Investment Research Advisors, Inc.

Thomas Jacks (CRD# 5004895) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Danville, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Oct 2022 - Current 1
Woodbury Financial Services Woodbury, MN Jun 2010 - Oct 2022 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Thomas R. Jacks
Phone Number: 641-472-5100
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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