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Jeffrey Doyle Campbell

Capital Analysts

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About Jeffrey Doyle Campbell

Jeffrey Campbell is a financial advisor with Capital Analysts. Jeffrey has been in the financial services industry since 1993 and has a wide range of experience in the industry. Jeffrey is registered with the Securities and Exchange Commission (SEC) and with the state of Massachusetts. Jeffrey is also a registered investment advisor. Jeffrey offers a variety of financial services, including portfolio management for individuals and businesses, and pension consulting.

Firm Information

Jeffrey Campbell is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeffrey Campbell’s Registration & Firm History

MA

03/07/2016 - Present

Capital Analysts (Waltham MA)

NY

07/10/2001 - 02/19/2004

LEHMAN BROTHERS INC. (NEW YORK NY)

RI

10/21/1993 - 07/16/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

01/29/1993 - 06/09/1993

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/11/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Doyle Campbell.
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