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Jefferson Campbell
11 Years of Experience
West Monroe, LA
1 DisclosureBroker
Jefferson Campbell is a registered investment advisor at Cetera Investment Advisers LLC, based in West Monroe, LA, with 11 years of industry experience. Jefferson 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
3204 Cypress Street, West Monroe, LA, 71291
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Regulatory History (1)
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Customer Dispute
January 2021Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2020 - Present · 6 yrs 3 mos
Cetera Investment Services LLCBroker
April 2020 - Present · 6 yrs 3 mos
Previous Registrations
Investment Advisors
October 2016 - April 2020 · 3 yrs 6 mos
Proequities, INC.Broker
October 2016 - April 2020 · 3 yrs 6 mos
Raymond James Financial Services Advisors, INC
April 2015 - October 2016 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
September 2014 - October 2016 · 2 yrs 1 mo
State Registrations7 states
ALARFLLAMSTNTX
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.