Jason P. Lysek

CAMPBELL FINANCIAL SERVICES

BALTIMORE, MD 21209

Some features on this profile are disabled

CRD#: 2325645

Professional summary

Jason Paul Lysek is a registered financial professional currently at CAMPBELL FINANCIAL SERVICES, LLC located in Baltimore, Maryland.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1993. Jason has worked at 4 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Paul Lysek's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 13, 2008 - Present

CAMPBELL FINANCIAL SERVICES, LLC

Office #1: 2850 Quarry Lake Drive Ste. 100, Baltimore, MD 21209

CRD#: 42953

BALTIMORE, MD

Past

May 29, 2007 - October 2, 2008

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

April 29, 2003 - May 7, 2007

JWH SECURITIES, INC.

CRD#: 45295

BOCA RATON, FL

Past

July 28, 1993 - July 29, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

June 18, 1993 - May 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(8/24/2010)

Florida
(9/27/2010)

Indiana
(8/24/2010)

Maryland
(5/31/2018)

Michigan
(8/24/2010)

New Jersey
(8/24/2010)

Ohio
(8/25/2010)

Pennsylvania
(8/24/2010)

Puerto Rico
(8/25/2010)

Exams

State Security Law Exam

Series 63

Date: 1/31/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/3/1995

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/17/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CAMPBELL FINANCIAL SERVICES, LLC

CAMPBELL FINANCIAL SERVICES, INC. | CAMPBELL FINANCIAL SERVICES, LLC

CRD#: 42953 / SEC#: , 8-50119

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209

Mailing Address

2850 Quarry Lake Drive, Baltimore, MD 21209

Phone number

(410) 413-2600

Established

Maryland since 03/18/1997

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CAMPBELL & COMPANY, LP	OWNER
LLOYD, THOMAS PAGE	DIRECTOR, PRESIDENT, SECRETARY & CHIEF COMPLIANCE OFFICER	4001249
MCANDREW, JAYMEE	CHIEF FINANCIAL OFFICER & TREASURER	7497549
RADLE, JOHN ROBERT	DIRECTOR & CHIEF OPERATING OFFICER	2046095

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason P. Lysek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Paul Lysek's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

JWH SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/31/1995

SIE

Date: 10/1/2018

Series 3

Date: 8/3/1995

Series 7

Date: 6/17/1993

FINRA

Current Firm

CAMPBELL FINANCIAL SERVICES, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CAMPBELL FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors