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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

DAVID ANDREW JACKSON

Advisor at LPL FINANCIAL LLC

CHAGRIN FALLS, OH

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Search this name across graphsid dfx:ria:7ffb476f-5dff-5c9e-2189-1ca3b0ce1652

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 6, 2001
First registration: Oct 11, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4290341

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 29, 2025	n/a	yes	CHAGRIN FALLS, OH	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 22, 2017	Oct 9, 2025	no	Chagrin Falls, OH	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Feb 1, 2017	Feb 22, 2017	no	HUDSON, OH\|NORTHFIELD, OH\|TWINSBURG, OH\|SOLON, OH\|BEDFORD, OH\|STREETSBORO, OH\|CHAGRIN FALLS, OH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 18, 2013	Feb 1, 2017	no	BEDFORD, OH\|STREETSBORO, OH\|HUDSON, OH\|TWINSBURG, OH\|NORTHFIELD, OH\|SOLON, OH\|HUDSON, OH\|TWINSBURG, OH\|AKRON, OH\|CHAGRIN FALLS, OH	Previous registration
FIRSTMERIT ADVISORS, INC.	n/a	Jan 21, 2010	Sep 18, 2013	no	TWINSBURG, OH\|HUDSON, OH\|AKRON, OH	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 11, 2005	Jan 25, 2010	no	HUDSON, OH\|STREETSBORO, OH\|TWINSBURG, OH\|NORTHFIELD, OH\|NORTHFILED, OH\|MACEDONIA, OH\|BEDFORD, OH\|SOLON, OH\|APPLETON, WI\|TWINSBURG, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LPL FINANCIAL LLC	Oct 9, 2025	Sep 29, 2025	-10	Firm change	Ibd to ibd
HUNTINGTON FINANCIAL ADVISORS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 22, 2017	Feb 22, 2017	0	Firm change	Other
LPL FINANCIAL LLC	HUNTINGTON FINANCIAL ADVISORS	Feb 1, 2017	Feb 1, 2017	0	Bulk transfer	Other
FIRSTMERIT ADVISORS, INC.	LPL FINANCIAL LLC	Sep 18, 2013	Sep 18, 2013	0	Bulk transfer	Other
INVEST FINANCIAL CORPORATION	FIRSTMERIT ADVISORS, INC.	Jan 25, 2010	Jan 21, 2010	-4	Firm change	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 18, 2013 to Feb 1, 2017factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 22, 2017 to Oct 9, 2025factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Feb 1, 2017 to Feb 22, 2017factForm ADV
→ FIRSTMERIT ADVISORS, INC.Registered adviserregistration: previous registration
Jan 21, 2010 to Sep 18, 2013factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 11, 2005 to Jan 25, 2010factForm ADV

Dated events

Occurred
Oct 9, 2025
Advisor changed firm
David Andrew Jackson left Cambridge Investment Research Advisors, Inc. for Lpl Financial Llc (registered 2025-09-29)
Form ADVobserved 5 days ago