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Cambridge Announces Ninth Annual Jim Guy Memorial Scholarship Program

FAIRFIELD, IA and PHOENIX, AZ – December 13, 2021 – Cambridge’s ninth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 23, 2022. The program will award two $1,000 educational scholarships; one to the child of a Cambridge independent financial professional, and one to a Cambridge associate or the child, grandchild, spouse, or immediate family member of a Cambridge associate.

Preference will be given to applicants pursuing an undergraduate degree focused in finance, business, journalism, marketing, or a related field in recognition of Jim’s academic background and profession. The applicant or the applicant’s parent, grandparent, guardian, spouse, or immediate family member must be formally connected with Cambridge on or before February 23, 2022. Selection will be based on the following:

Minimum qualifications to be considered:

  • Grade point average of 2.5 or better

  • ACT score of 18 or better and/or SAT score of 870 or better

  • Seeking an undergraduate degree

  • Field of study focused in finance, business, journalism, marketing, or related field

Criteria and weighting factors:

  • Scholastic achievement: high school or college GPA (40%)

  • Scholastic achievement: ACT/SAT score (30%)

  • Extracurricular involvement (30%)

Application forms are available by emailing Cambridge’s Public Relations Team at publicrelations@cir2.com. Completed applications should be returned to the Public Relations Team no later than February 23, 2022. Qualified applications will be considered following the close of the application process with the intent that recipients will be announced in April of 2022. Funding will be provided to the applicable college, university, or technical school for the 2022 academic year.

The Jim Guy Memorial Scholarship program was established in 2014 in memory of Jim Guy, Cambridge’s executive vice president and chief marketing officer. In addition to his successful career as an independent financial professional and one of Cambridge’s executive leaders, Jim served as a passionate mentor and coach. These scholarships seek to strengthen his legacy while supporting young adults as they begin their own career paths.

Dan Sullivan, Cambridge’s executive vice president, Corporate Strategy, led the development of the Jim Guy Memorial Scholarship program. Dan and Jim shared more than 30 years as friends and independent financial professionals, including serving together as members of Cambridge’s board of directors.

About Jim Guy

Jim joined Cambridge’s executive group in 1999, and continued to lead his independent practice while providing senior executive leadership for Cambridge’s recruiting and marketing. Jim was instrumental in the early development of Cambridge’s fee-based programs, and focused on supporting and improving independent financial professionals’ businesses through practice management coaching, marketing initiatives, and product services. These scholarships allow us to remember our friend and colleague, share his passion for learning, and demonstrate a positive tribute to his memory.

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Cambridge is a multi-year honoree as a top workplace1 and broker-dealer2 of the year. For more information, visit JoinCambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080 

1The Top Workplace in Iowa, 2021 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.


Media & PR Contacts

Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

The information discussed herein is general in nature and provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Nothing in this white paper constitutes an offer to sell or a solicitation of any offer to buy any type of securities. Reprinted by permission for use by Cambridge. All rights reserved.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. For financial professional use only V.CIR.0221-0529

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