Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
6yrs
Eric Jones
Financial advisor at Cambridge Investment Research Advisors
Eric Jones has worked in the financial industry for 6 years and is a fiduciary financial advisor based in The Woodlands, Texas. Eric joined Cambridge Investment Research Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office2002 Timberloch Place Suite 200, The Woodlands, TX 77380
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
- 2021 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Eric
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Eric. 2002 Timberloch Place Suite 200The Woodlands, TX 77380Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Eric Jones. Eric works from the The Woodlands, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric 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 Eric 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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