Jeffrey Michael Campbell
Investment adviser representative at Parkwoods Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Parkwoods Wealth Partners, LLCJun 2024 to now
- Fmf&e Wealth Management, LLCJul 2017 to Jun 2024
- UnemployedApr 2017 to Jul 2017
- Pyramid Management GroupNov 2016 to Apr 2017
- UnemployedJun 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
2 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
- 2388201
- Firm CRD
- 331565