CJ
CJ

Campbell Jenkins

9 Years of Experience
Charlotte, NC
Broker

Campbell Jenkins is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Charlotte, NC, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

4350 Congress St, Suite 400, Charlotte, NC, 28209

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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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Other Business Activities

Campbell is the secretary of the board and on the finance committee for the Myers Park High School Foundation since 2019. This requires minimal time and is investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
September 2021 - Present · 4 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Equitable Securities CorporationBroker
April 1992 - September 1996 · 4 yrs 5 mos
State Registrations10 states
CAGAMAMENCOHSCTNVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Campbell Jenkins - Financial Advisor | TrueAdvisor