Advisory Representative At Cambridge Invesment Research, Inc.
Current
Nov 2017 - Present
AeroLeads people directory · profile
Jon Marvin Email & Phone Number
Advisory Representative at Cambridge Investment Research, Inc.
at
Cambridge Investment Research, Inc.
2 work emails found
@comcast.net
2 phones found area 603
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisory Representative at Cambridge Investment Research, Inc.
Location
Concord, New Hampshire, United States
Company size
Who is Jon Marvin? Overview
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Quick answer
Jon Marvin is listed as Advisory Representative at Cambridge Investment Research, Inc. at Cambridge Investment Research, Inc., a company with 980 employees, based in Concord, New Hampshire, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 603, and a matched LinkedIn profile for Jon Marvin.
Jon Marvin previously worked as Advisory Representative at Cambridge Invesment Research, Inc. at Cambridge Investment Research, Inc. and Advisory Representative at Lincoln Financial Securities Corporation. Jon Marvin holds Master Of Science In Financial Services, Investments And Securities from The American College.
Company email context
Email format at Cambridge Investment Research, Inc.
This section adds company-level context without repeating Jon Marvin's masked contact details.
*@comcast.net
71% confidence
AeroLeads found 2 current-domain work email signals for Jon Marvin. Compare company email patterns before reaching out.
Profile bio
About Jon Marvin
More than thirty years experience in the sales and marketing of insurance and investment products. Strong technical and communication skills have provided the basis for diversified experience in positions of increasing responsibility and an ability to handle multiple job functions.Obtained Chartered Life Underwriter, April 1997, and Chartered Financial Consultant, February 1999, designations from the American College. Licenses: FINRA Series 6, 7, 24, 26, 63Life/Health Licensed – ME, NH and VTRegistered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment AdvisorBranch Office: 46 North State Street, Concord, NH 03301Content provide via links to third party sites should not be considered an endorsement of content, which we cannot verfiy completeness or accuracy of.
Listed skills include Investments, Insurance, Securities, Strategy, and 11 others.
Current workplace
Jon Marvin's current company
Company context helps verify the profile and gives searchers a useful next step.
Cambridge Investment Research, Inc.
7 roles · 34 years
Jon Marvin work experience
A career timeline built from the work history available for this profile.
Advisory Representative
Lincoln Financial Securities Corporation
- Responsible for client base exceeding $40 million of assets under management
- Able to work with clients on multiple business platforms
- Work with clients to help meet current and future financial needs
Jan 2012 - Nov 2017
President And Chief Compliance Officer
Charter New England Agency, Inc.
- Charter New England was created to work within a community bank environment and to be a full service provider of insurance, as well as investment services through various broker-dealers, to the customers of community.
- Recruit and select sales representatives.
- Responsible for development of a compliance strategy that implements Company standards as well as those of various regulatory agencies.
Oct 1997 - Dec 2011
Assistant Vice President, Product Marketing
Chubb Life/ Jefferson Pilot
May 1995 - Oct 1997
Assistant Vice President, Career Marketing & Sales & Marketing Services
Phoenix Home Life Mutual Insurance Company
1994 - 1995
~1 yr
Assistant Vice President, Career And Marketing Sales
Phoenix Home Life Mutual Insurance Company
1993 - 1994
~1 yr
Assistant Vice President, Traditional Products
Phoenix Home Life Mutual Insurance Company
1992 - 1993
~1 yr
Team & coworkers
Colleagues at Cambridge Investment Research, Inc.
Other employees you can reach at joincambridge.com. View company contacts for 980 employees →
ST
Steven T. Summa, Cfp®
Colleague at Cambridge Investment Research, Inc.
Montvale, New Jersey, United States, United States
View →
TP
Tonia Pfeifer
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
JM
Jeff Mellott
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
JC
Jacob C.
Colleague at Cambridge Investment Research, Inc.
Urbandale, Iowa, United States, United States
View →
JS
Jessica Spears
Colleague at Cambridge Investment Research, Inc.
Sigourney, Iowa, United States, United States
View →
TM
Taylor Mast
Colleague at Cambridge Investment Research, Inc.
Mount Pleasant, Iowa, United States, United States
View →
HC
Hilario Chacon
Colleague at Cambridge Investment Research, Inc.
Ottumwa, Iowa, United States, United States
View →
JH
James Hurley
Colleague at Cambridge Investment Research, Inc.
Danville, Illinois, United States, United States
View →
EW
Eric Warnell
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
AS
April Shaw
Colleague at Cambridge Investment Research, Inc.
Melville, New York, United States, United States
View →
Steven T. Summa, Cfp®
Colleague at Cambridge Investment Research, Inc.
Montvale, New Jersey, United States, United States
View →
TP
Tonia Pfeifer
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
JM
Jeff Mellott
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
JC
Jacob C.
Colleague at Cambridge Investment Research, Inc.
Urbandale, Iowa, United States, United States
View →
JS
Jessica Spears
Colleague at Cambridge Investment Research, Inc.
Sigourney, Iowa, United States, United States
View →
TM
Taylor Mast
Colleague at Cambridge Investment Research, Inc.
Mount Pleasant, Iowa, United States, United States
View →
HC
Hilario Chacon
Colleague at Cambridge Investment Research, Inc.
Ottumwa, Iowa, United States, United States
View →
JH
James Hurley
Colleague at Cambridge Investment Research, Inc.
Danville, Illinois, United States, United States
View →
EW
Eric Warnell
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
View →
AS
April Shaw
Colleague at Cambridge Investment Research, Inc.
Melville, New York, United States, United States
View →
2 education records
Jon Marvin education
Master Of Science In Financial Services, Investments And Securities
Bachelor Of Arts (B.A.), History And Government
FAQ
Frequently asked questions about Jon Marvin
Quick answers generated from the profile data available on this page.
What company does Jon Marvin work for?
Jon Marvin works for Cambridge Investment Research, Inc..
What is Jon Marvin's role at Cambridge Investment Research, Inc.?
Jon Marvin is listed as Advisory Representative at Cambridge Investment Research, Inc. at Cambridge Investment Research, Inc..
What is Jon Marvin's email address?
AeroLeads has found 2 work email signals at @comcast.net for Jon Marvin at Cambridge Investment Research, Inc..
What is Jon Marvin's phone number?
AeroLeads has found 2 phone signal(s) with area code 603 for Jon Marvin at Cambridge Investment Research, Inc..
Where is Jon Marvin based?
Jon Marvin is based in Concord, New Hampshire, United States while working with Cambridge Investment Research, Inc..
What companies has Jon Marvin worked for?
Jon Marvin has worked for Cambridge Investment Research, Inc., Lincoln Financial Securities Corporation, Charter New England Agency, Inc., Chubb Life/ Jefferson Pilot, and Phoenix Home Life Mutual Insurance Company.
Who are Jon Marvin's colleagues at Cambridge Investment Research, Inc.?
Jon Marvin's colleagues at Cambridge Investment Research, Inc. include Steven T. Summa, Cfp®, Tonia Pfeifer, Jeff Mellott, Jacob C., and Jessica Spears.
How can I contact Jon Marvin?
You can use AeroLeads to view verified contact signals for Jon Marvin at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.
What schools did Jon Marvin attend?
Jon Marvin holds Master Of Science In Financial Services, Investments And Securities from The American College.
What skills is Jon Marvin known for?
Jon Marvin is listed with skills including Investments, Insurance, Securities, Strategy, Finance, Financial Services, Retirement Planning, and Strategic Planning.
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