Charles J Campbell
Investment adviser representative at J.P. Morgan Securities LLC
16 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- J.P. Morgan Securities LLCMar 2023 to now
- JPMorgan Chase Bank (il)Mar 2023 to now
- Michigan Shores ClubSep 2022 to now
- Park Avenue Securities LLCDec 2021 to Mar 2023
- Guardian Life Insurance Company of AmericaJun 2021 to Mar 2023
- HefgJun 2021 to Mar 2023
- UnemployedJun 2020 to May 2021
- Glenbrook Paddle ClubNov 2019 to May 2020
- UnemployedJul 2019 to Oct 2019
- Rfr TradingJan 2010 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1977286
- Firm CRD
- 79