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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

ROBERT JOSEPH JACOBSEN

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sioux Falls, SD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 10, 2008 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: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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: Jul 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 22, 2008
First registration: Mar 10, 2008
Dual registered: yes, broker-dealer
IAPD individual key: 5360142

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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 20, 2018	n/a	yes	Sioux Falls, SD	Current employment
INVESTMENT ADVISORS CORP	Former SEC adviser	Jun 9, 2015	Oct 20, 2018	no	SIOUX FALLS, SD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 1, 2012	Jun 4, 2015	no	SIOUX FALLS, SD\|SIOUX FALLS, SD	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Mar 10, 2008	Jan 30, 2012	no	SIOUX FALLS, SD\|SIOUX FALLS, SD\|ADA, MI	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
INVESTMENT ADVISORS CORP	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Oct 20, 2018	Oct 20, 2018	0	Bulk transfer	Ibd to ibd
LPL FINANCIAL LLC	INVESTMENT ADVISORS CORP	Jun 4, 2015	Jun 9, 2015	5	Firm change	Other
USA FINANCIAL SECURITIES LLC	LPL FINANCIAL LLC	Jan 30, 2012	Feb 1, 2012	2	Firm change	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Oct 20, 2018 to presentfactForm ADV
→ INVESTMENT ADVISORS CORPRegistered adviserregistration: previous registration
Jun 9, 2015 to Oct 20, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 1, 2012 to Jun 4, 2015factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Mar 10, 2008 to Jan 30, 2012factForm ADV

Dated events

No dated event names this entity yet.