linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Forrester Campbell

Clear Street LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Forrester Campbell

James Forrester Campbell is a registered representative at Clear Street LLC. James has been in the financial industry since January 17, 2022 and has experience at other firms, including Benchmark Investments, LLC and Kingswood Capital Partners, LLC. James holds several licenses, including Series 7, Series 63, Series 79 and the SIE Exam. James is registered in 53 states and the District of Columbia.

Firm Information

James Campbell is currently registered with Clear Street LLC. Clear Street LLC is a Limited Liability Company formed in December 2016. The firm is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia. They are also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Campbell’s Registration & Firm History

NY

11/09/2023 - Present

Clear Street LLC (NEW YORK NY)

NY

05/31/2023 - 06/28/2023

BENCHMARK INVESTMENTS, LLC (New York NY)

NY

05/19/2023 - 05/31/2023

KINGSWOOD CAPITAL PARTNERS, LLC (New York NY)

NY

09/07/2021 - 05/19/2023

BENCHMARK INVESTMENTS, LLC (New York NY)

Not sure if James Forrester Campbell is right for you?

Licenses & Designations

BC

Issued 02/22/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/07/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for James Forrester Campbell.
Not sure if James Forrester Campbell is right for you?