Cambridge Investment Research Advisors
37yrs
Top 6% by experience nationwide
28yrs
Jonathan Lafferty
Full name on record: Jonathan Mac Lafferty
Financial advisor at Cambridge Investment Research Advisors
Jonathan Lafferty has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Ripley, Tennessee. After 13 years at Principal Securities and two years at MSI Financial Services, Jonathan joined Cambridge Investment Research Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Ripley, and one of 2 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office116 N Jefferson St., Ripley, TN 38063
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2009 – 2023Principal Securities, Inc.Previously
- 2007 – 2009MSI Financial Services, Inc.Previously
Contact Jonathan
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Jonathan. 116 N Jefferson St.Ripley, TN 38063Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Jonathan Lafferty. Jonathan works from the Ripley, TN office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does Jonathan hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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