Jeffrey Campbell
Jeffrey Campbell is a registered investment advisor at Cetera Investment Advisers LLC, based in Tustin, CA, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
161 Fashion Ln Ste 210, Tustin, CA, 92780
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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 ActivitiesSells Insurance
Jeffrey is an agent selling fixed insurance products, including life, health, annuities, and long-term care, dedicating full-time hours to this activity. He also operates a financial services DBA and owns a printing wholesaler business, spending minimal time on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital Advisory
Investors Capital CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations10 states
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