FAIRFIELD, IA – March 10, 2026 — Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm serving 4,100 advisors nationwide, today announced the appointment of Jake Reed as Vice President, Software Engineering. In this role, Reed will set the strategic direction for Cambridge’s software engineering initiatives, working closely with product teams to deliver scalable, cloud-enabled platforms that enhance the advisor experience.

Reed joins Cambridge after nearly 15 years at Wells Fargo, where he led a team of more than 150 developers and spearheaded the modernization of the firm’s home-lending technology ecosystem, advancing cloud adoption and improving platform scalability and performance. In addition to his technology leadership responsibilities, Reed served as an Executive Director and worked with senior management to streamline processes and drive efficiencies across multiple teams. Prior to Wells Fargo, Reed held enterprise application development roles at J.P. Morgan Chase, where he delivered cross-functional technology initiatives across large-scale financial systems. Reed earned a bachelor’s degree in computer information systems from Simpson College in Indianola, Iowa before acquiring an MBA from Drake University.

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. Learn more at joincambridge.com.

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

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.