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Jason Matthew Selzer

Investment Adviser Representative at Cambridge Investment Research Advisors, Inc.

Walnut Creek, CACRD #5896032Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Matthew Selzer is an investment adviser representative with Cambridge Investment Research Advisors, Inc. in Walnut Creek, CA, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/21/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/12/2013
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 3/25/2019
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/12/2019
Series 24
General Securities Principal Examination
Passed 8/4/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cambridge Investment Research Advisors, Inc.Current
4/9/2026 – Walnut Creek, CA
Morgan Stanley
4/8/2022 – 4/6/2026Sherman Oaks, CA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
3/30/2016 – 3/21/2022Malibu, CA
LPL Financial LLC
9/22/2015 – 3/22/2016San Diego, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. BANK OF America, N.A.
    Mar 2016 – Mar 2022North Hollywood, CA
  2. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mar 2016 – Mar 2022North Hollywood, CA
  3. Morgan Stanley
    Mar 2022 – Apr 2026Sherman Oaks, CA
  4. Cambridge Investment Research, Inc.
    Apr 2026 – no end date reportedFairfield, IA
  5. Cambridge Investment Research Advisors, Inc.
    Apr 2026 – no end date reportedFairfield, IA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cambridge Investment Research Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersMarket TimingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,948
Offices listed on AdvisorFinder:
26
Main office:
Fairfield, IA
SEC file number:
801-63930

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 11, 2026

View full firm profile

Other advisors at Cambridge Investment Research Advisors, Inc.

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Matthew Selzer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jason Matthew Selzer - Fees, Credentials & Background