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Detailed Report
JONATHAN MARK SPANGLER
JON SPANGLER, JONATHAN SPANGLER
CRD#: 5485718
IA
Investment Adviser
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Previous Broker
CAMBRIDGE ADVISORS INCCRD#: 104851 17330 WRIGHT STREET, SUITE 205
OMAHA, NE 68130
Registration History
2008201020122014201620182020202220242026IACAMBRIDGE ADVISORS INC (CRD# 104851)2024 - Present (1 year)BWOODMEN FINANCIAL SERVICES, INC. (CRD# 117365)2014 - 2024 (9 years)BPACIFIC SELECT DISTRIBUTORS, INC. (CRD# 4452)2008 - 2014 (6 years)
License(s)

State Registrations

IA
Nebraska 3/5/2024
Current Registration(s)
IA
CAMBRIDGE ADVISORS INC (CRD#:104851)
17330 WRIGHT STREET, SUITE 205, OMAHA, NE 68130
Registered with this firm since 3/5/2024
Previous Registration(s)
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 07/03/2014 - 03/04/2024 WOODMEN FINANCIAL SERVICES, INC. (CRD#:117365) OMAHA, NE
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 05/15/2008 - 06/30/2014 PACIFIC SELECT DISTRIBUTORS, INC. (CRD#:4452) NEWPORT BEACH, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.