Jaclyn Farrah Campis
Investment adviser representative at Tomoro
11 yearsExperience
1 stateRegistered in
CFADesignation
$335.6MFirm assets
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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
Experience
11 years in the industry.
- Tomoro LLCJul 2026 to now
- Schroders Asset ManagementNov 2018 to Jul 2026
- Credit Suisse Asset ManagementSep 2017 to Nov 2018
- AXA USAug 2015 to Sep 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Tomoro
Legal name: Tomoro LLC
$335.6MAssets managed
782Clients
8Advisers
Under 1 yearIn 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
- 6293569
- Firm CRD
- 340227