Colin J. Campbell
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- UBS Financial Services, IncJul 2026 to now
- J.P. Morgan Securities LLCJul 2024 to Jun 2026
- JPMorgan Chase Bank, N.A.Jul 2024 to Jun 2026
- JPMorgan Chase BankJun 2023 to Aug 2023
- MetronetMay 2022 to Aug 2022
- MetronetDec 2021 to Jan 2022
- MetronetMay 2021 to Aug 2021
- University of KansasAug 2020 to Jun 2024
- Target CorporationMay 2019 to Jan 2021
- UnemployedOct 2018 to May 2019
- Quinn LawMay 2018 to Sep 2018
- Target CorporationSep 2017 to Oct 2018
- UnemployedJul 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7952607
- Firm CRD
- 8174