MC
MC

Michael Campbell

37 Years of Experience
Clayton, MO
Broker

Michael Campbell is a registered investment advisor at J.P. Morgan Securities LLC, based in Clayton, MO, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,055,400 clients with $350B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
13547 advisors
Number of Clients
1,055,400 clients
Average Client Portfolio
$334K average
Assets Under Management
$352.6B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.45%
$250K - $500K1.30%
$500K - $1000K1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50M+0.30%

The Advisory Fee rate for assets invested in the Fixed Income Advisory Program (FIAP) is 0.70%. The Advisory Fee rate for assets invested in the Liquidity Management Strategy (LMS) is 0.40%. Effective November 10, 2025 the Advisory Fee rate for new LMS investors and LMS proposals dated on or after November 10, 2025 will be 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7700 Forsyth Blvd, Floor 12 Ste 1200, Clayton, MO, 63105

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
J.P. Morgan Securities LLC
January 2023 - Present · 3 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2008 - Present · 17 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2008 - May 2012 · 3 yrs 7 mos
J.P. Morgan Securities INC.Broker
August 2008 - October 2008 · 2 mos
J. P. Morgan Securities INC.
August 2008 - October 2008 · 2 mos
Moloney Securities CO., INC.
May 2002 - August 2008 · 6 yrs 3 mos
Moseco/saint Louis Capital Management LLC
March 2002 - December 2003 · 1 yr 9 mos
Moloney Securities CO., INC.Broker
June 1997 - August 2008 · 11 yrs 2 mos
Wedgewood Partners, INC.Broker
October 1989 - August 1997 · 7 yrs 10 mos
Mark Twain Brokerage Services, INC.Broker
May 1988 - January 1989 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.