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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)38 years in industry

JEFFREY ALAN PARSONS

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Concord, NH

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Search this name across graphsid dfx:ria:ee0d0272-5778-755e-0633-e5a9404c8af4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 14, 1999 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: May 19, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: May 19, 1988
First registration: Apr 14, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 1793399

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	Apr 1, 2021	n/a	yes	Concord, NH	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2018	Apr 8, 2021	no	NORTH READING, MA\|CONCORD, NH\|NORTH HAMPTON, NH	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Nov 5, 2007	Feb 20, 2018	no	HAMPSTEAD, NH\|APPLETON, WI\|CONCORD, NH\|YORK, ME\|HAMPTON, NH\|NORTH READING, MA\|APPLETON, WI	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 2, 2004	May 2, 2006	no	EXETER, PA	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Nov 4, 2003	Sep 1, 2004	no	BEDFORD, NH	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Apr 23, 2003	Oct 2, 2003	no	BEDFORD, NH	Previous registration
Bcas	Independent wealth	Apr 14, 1999	Oct 1, 2003	no	BEDFORD, NH	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
LPL FINANCIAL LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 8, 2021	Apr 1, 2021	-7	Firm change	Ibd to ibd
INVEST FINANCIAL CORPORATION	LPL FINANCIAL LLC	Feb 20, 2018	Feb 14, 2018	-6	Bulk transfer	Other
MSI FINANCIAL SERVICES, INC.	INVEST FINANCIAL CORPORATION	May 2, 2006	Nov 5, 2007	552	Firm change after gap	Other
ESI FINANCIAL ADVISORS	MSI FINANCIAL SERVICES, INC.	Sep 1, 2004	Sep 2, 2004	1	Firm change	Other
PARK AVENUE SECURITIES LLC	ESI FINANCIAL ADVISORS	Oct 2, 2003	Nov 4, 2003	33	Firm change	Other
Bcas	PARK AVENUE SECURITIES LLC	Oct 1, 2003	Apr 23, 2003	-161	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:134139:NH:2021-04-08	Apr 8, 2021	Apr 1, 2021	NORTH HAMPTON, NH	Firm change

Relationships

Registered with (7)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Apr 1, 2021 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Apr 8, 2021factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Nov 5, 2007 to Feb 20, 2018factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 2, 2004 to May 2, 2006factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Nov 4, 2003 to Sep 1, 2004factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Apr 23, 2003 to Oct 2, 2003factForm ADV
→ BCASRegistered adviserregistration: previous registration
Apr 14, 1999 to Oct 1, 2003factForm ADV

Dated events

No dated event names this entity yet.