Jeremy Campbell
Jeremy Campbell is a registered investment advisor at Ameriprise Financial Services, LLC, based in Santa Fe, NM, with 25 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
300 Galisteo St, Ste 101, Santa Fe, NM, 87501
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2012Other Business Activities
Jeremy has a business ownership activity at 300 Galisteo St., Ste. 101 Santa Fe, NM 87501 since March 2013. This takes minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
Bankoh Investment Services, INC.
Bankoh Investment Services, INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.