Jeffrey Campbell
Jeffrey Campbell is a registered investment advisor at Key Investment Services LLC, based in Arlington, WA, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1M+ | 1.00% |
KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.
Fee Estimator
Location
17311 Smokey Point Dr, Arlington, WA, 98223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey owns rental property in Kirkland, Washington. He spends minimal time on this activity.
Employment History
Current Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investment Services LLCBroker
Key Investment Services LLC
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Victory Capital Advisers, INC.Broker
Mcdonald Investments INC.Broker
Bisys Fund Services Limited PartnershipBroker
Bisys Fund Services Limited PartnershipBroker
Key Investments INC.Broker
Liberty Securities CorporationBroker
Gaf Financial and Insurance ServicesBroker
Pamco Securities and Insurance ServicesBroker
Drexel Burnham Lambert IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.