Jeffrey M. Campbell

PARKWOODS WEALTH PARTNERS

CLAYTON, MO 63105

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CRD#: 2388201

Professional summary

Jeffrey Michael Campbell, CFP®, who also goes by Jeffrey Michael Cambell, Jeff Campbell, Jeffrey M Campbell, is a registered financial advisor currently at PARKWOODS WEALTH PARTNERS, LLC located in Clayton, Missouri.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Life Transitions

Comprehensive Financial Planni...

Retirement Planning

Inheritance

Investment Planning

Do you have an area of expertise or specialization?

AUM

Baby Boomers

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Michael Cambell | Jeff Campbell | Jeffrey M Campbell

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) - RIA

Click below to view Jeffrey Michael Campbell's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

September 27, 2024 - Present

PARKWOODS WEALTH PARTNERS, LLC

Office #1: 222 South Central Avenue Suite 550, Clayton, MO 63105

RIA

CRD#: 331565

CLAYTON, MO

Past

April 13, 2021 - September 27, 2024

FMF&E WEALTH MANAGEMENT, LLC

RIA

CRD#: 125721

SYRACUSE, NY

Past

June 12, 2002 - August 6, 2008

TRUIST SECURITIES, INC.

RIA

CRD#: 6271

ATLANTA, GA

Past

July 27, 2001 - March 14, 2016

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

November 22, 2000 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Past

August 13, 1994 - February 22, 1996

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

October 7, 1993 - August 5, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(9/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 8/12/2005

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/20/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/27/2013

General Securities Principal Examination

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

222 South Central Avenue Suite 550, Clayton, MO 63105

Mailing Address

Phone number

(877) 278-2716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKWOODS WEALTH PARTNERS, LLC FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 408,594,987

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Jeffrey M. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

FMF&E WEALTH MANAGEMENT, LLC

TRUIST SECURITIES, INC.

TRUIST SECURITIES, INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

LEGG MASON WOOD WALKER, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PARKWOODS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2017

Series 63

Date: 3/22/2002

SIE

Date: 3/14/2016

Series 55

Date: 8/12/2005

Series 7

Date: 11/20/2000

Series 24

Date: 3/27/2013

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWOODS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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