Charles Campbell
Charles Campbell is a registered investment advisor at J.P. Morgan Securities LLC, based in Glenview, IL, with 4 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B 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 $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
2801 Pfingsten Rd, Glenview, IL, 60026
Get directionsHistory
Regulatory History (2)
Regulatory
January 2006Regulatory
November 2005Other Business Activities
Charles is an employee/contractor at Michigan Shores Club, a social club, where he provides racket sports instruction since 2022. He dedicates minimal time to this activity, and it is not securities or JPMC related.
Employment History
Current Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations3 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.
Exams
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