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Jeffery Allen Campos

Wheelhouse Advisory Group, LLC

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About Jeffery Allen Campos

Jeffery Campos is an investment advisor representative at Wheelhouse Advisory Group, LLC. Jeffery is registered with the state of Missouri and Illinois and holds Series 7, 63, and 66 licenses. Jeffery has been working in the financial industry for over seven years and previously worked at TD Ameritrade, Inc. and Charles Schwab & Co., Inc. Jeffery specializes in Financial Planning and Portfolio Management for individuals.

Firm Information

Jeffery Campos is currently registered with Wheelhouse Advisory Group, LLC. Wheelhouse Advisory Group, LLC is a St. Louis, MO-based firm with $180.9 million in regulatory assets under management. They serve individuals, high-net-worth individuals, and corporations or other businesses. Services offered include financial planning and portfolio management.
Wheelhouse Advisory Group, LLC

12250 WEBER HILL ROAD SUITE 305

ST. LOUIS, MO 63127

$180.92M

Assets Under Management

445

Total Clients

6

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

On occasion, negotiated flat quarterly fee

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Jeffery Campos’s Registration & Firm History

MO

07/17/2024 - Present

Wheelhouse Advisory Group, LLC (ST. LOUIS MO)

MO

01/26/2022 - 02/16/2024

CHARLES SCHWAB & CO., INC. (Clayton MO)

MO

02/26/2018 - 02/16/2024

TD AMERITRADE, INC. (Clayton MO)

MO

07/05/2017 - 02/26/2018

SCOTTRADE, INC. (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffery Allen Campos.
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