Apogee Global Advisors
40yrs
Top advisor by experience in Dover
7yrs
Jinping Xu
Financial advisor at Cambridge Investment Research Advisors
Based in Dover, Massachusetts, Jinping Xu is a fiduciary financial advisor with 7 years of industry experience. Jinping has been with Cambridge Investment Research Advisors since 2023; before that, Jinping spent four years at LPL Financial. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 11 advisors with offices in Dover, and one of 7 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
OfficeDover, MA
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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2020 – 2023LPL Financial LLCPreviously
Contact Jinping
Dover, MAOffice · Get directions Firm main line(641) 472-5100Headquarters: Cambridge Investment Research Advisors · Fairfield, IA Instagram pageCambridge Investment Research AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jinping
Tailored to Jinping’s registration and firm.
- 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 Jinping
How do I contact Jinping?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Jinping Xu. Jinping works from the Dover, MA office.
How long has Jinping been a financial advisor?
Jinping has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Jinping hold?
Series 66. Tap any license on this page to see what it allows.
Is Jinping a fiduciary?
Jinping is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jinping 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 Jinping 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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