Jacqueline
Campbell
Cwm, LLC
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About this Advisor
Jacqueline Campbell is a financial advisor based in Detroit, Michigan with a total of 2 years of relevant experience. Campbell is on the advisory team at Cwm, LLC. Throughout their career, Campbell has worked at Tayken Properties, Llp, Cco Investment Services Corp, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Jp Morgan Securities LLC, Cwm, LLC Dba Carson Partners, Year Up, Love Joy, Amplyfi Wealth Management, Jacqueline Campbell, Alexander Legacy Private Wealth Management and Jaqperience, LLC. Campbell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida, Illinois, Michigan and Texas. Cwm, LLC is a business headquartered in Omaha, NE. The company has offices in 165 locations and a total of 1,111 advisors. It administers $20 billion in assets across its 96,956 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 96,956 client accounts, 15% are held by high-net-worth investors who have at least $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically vary depending on which services the firm provides the client. However, fees charged by Cwm, LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jacqueline Campbell Work History
Jacqueline has been registered as a financial advisor for 2 years.*
Cwm, LLC Dba Carson Partners
Amplyfi Wealth Management
Alexander Legacy Private Wealth Management
Jacqueline Campbell
Jaqperience, LLC
Year Up
Love Joy
Jpmorgan Chase Bank, N.A
Jp Morgan Securities LLC
J.P. Morgan Securities LLC
Cco Investment Services Corp
Tayken Properties, Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacqueline Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Sioux Falls, SD
Vincennes, IN
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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