Jeffery A. Campos

WHEELHOUSE ADVISORY GROUP

St. Louis, MO 63127

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CRD#: 6783937

Professional summary

Jeffery Allen Campos, who also goes by Jeffery Campos, is a registered financial advisor currently at WHEELHOUSE ADVISORY GROUP, LLC located in St. Louis, Missouri.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffery has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffery Campos

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 Jeffery Allen Campos'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®

None

Experience

Current

July 17, 2024 - Present

WHEELHOUSE ADVISORY GROUP, LLC

Office #1: 12250 Weber Hill Road Suite 305, St. Louis, MO 63127

RIA

CRD#: 312806

St. Louis, MO

Past

January 26, 2022 - February 16, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Clayton, MO

Past

January 26, 2022 - February 16, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Clayton, MO

Past

November 19, 2018 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Clayton, MO

Past

November 19, 2018 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Clayton, MO

Past

February 26, 2018 - February 16, 2024

TD AMERITRADE, INC.

CRD#: 7870

Clayton, MO

Past

July 5, 2017 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

ST LOUIS, MO

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".

WHEELHOUSE ADVISORY GROUP, LLC

CRD#: 312806 / SEC#: 801-125869

RIA

Registered Investment Advisory firm - (6/9/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Illinois

Registered Investment Advisory firm - (6/20/2022 Terminated)

Missouri

Registered Investment Advisory firm - (6/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(7/19/2024)

IAR

Missouri
(7/17/2024)

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 66

Date: 11/17/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/17/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2017

General Securities Representative Examination

Current Firm

WHEELHOUSE ADVISORY GROUP, LLC

CRD#: 312806 / SEC#: 801-125869

RIA

Registered Investment Advisory firm - (6/9/2022 Approved)

Florida

Registered Investment Advisory firm - (6/20/2022 Terminated)

Illinois

Registered Investment Advisory firm - (6/20/2022 Terminated)

Missouri

Registered Investment Advisory firm - (6/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (6/20/2022 Terminated)

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Contact information

Main Address

12250 Weber Hill Road Suite 305, St. Louis, MO 63127

Mailing Address

Phone number

(636) 400-7889

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2B 3.14.25 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	1,601
AUM (Assets Under Management)	$ 271,635,642

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.

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Advisor Monitoring

Firm Stability Insights

Jeffery A. Campos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Allen Campos's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHEELHOUSE ADVISORY GROUP, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE, INC.

Primary Firm SEC Registration

WHEELHOUSE ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/17/2018

Series 63

Date: 8/17/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2017

Current Firm

WHEELHOUSE ADVISORY GROUP, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHEELHOUSE ADVISORY GROUP, LLC

TRUST BUT VERIFY

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