JC
James M. Campbell
FORTRESS FINANCIAL SOLUTIONS
Tucson, AZ
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CRD#: 7294205
JC
Professional summary
James Michael Campbell is a registered financial advisor currently at FORTRESS FINANCIAL SOLUTIONS, LLC located in Tucson, Arizona.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. James has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Through Federal Employee Benefits Advisors (FEBA), LLC, Campbell & Co. Financial, LLC offers life insurance and fixed annuity products. The business' address is 8376 North Freshwater Lane, Tucson, AZ 85741. Mr. Campbell is the owner of this company, and has worked with this company since January 1, 2020 to present. Mr. Campbell spends 100 hours per month and 75 hours per month during trading hours on this enterprise. This is non-investment related business. Mr. Campbell obtained the Federal Retirement Consultant (FRC) designation in 2021. Mr. Campbell is a helicopter pilot for Air Methods Corporation. The business' address is 11700 West Avra Valley Road, Marana, AZ 85653. Mr. Campbell spends 12 hours per month and 6 hours per month during trading hours on this enterprise. This is non-investment related business. He has worked at this company since June 30, 2016 to present. Mr. Campbell is a real estate agent for Realty Executives Tucson Elite. The business' address is 6380 East Grant Road Unit 130, Tucson, Arizona 85715. Mr. Campbell spends 10 hours per month and 4 hours per month during trading hours on this enterprise. This is non-investment related business. He has worked at this company since June 30, 2017 to present.
CRS (Client Relationship Summary) - RIA
Click below to view James Michael Campbell'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®
NoneExperience
Current
April 7, 2025 - Present
FORTRESS FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 143969
Tucson, AZ
Past
September 24, 2020 - December 31, 2024
FORTRESS FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 143969
TUCSON, AZ
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".
FF
FORTRESS FINANCIAL SOLUTIONS, LLC
FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE
CRD#: 143969 / SEC#: 801-131567
RIA
Registered Investment Advisory firm - (12/2/2024 Approved)Arizona
Registered Investment Advisory firm - (12/3/2024 Terminated)California
Registered Investment Advisory firm - (1/2/2025 Terminated)Maryland
Registered Investment Advisory firm - (12/6/2024 Terminated)North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)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
Arizona(4/7/2025)
Current Firm
FF
FORTRESS FINANCIAL SOLUTIONS, LLC
FORTRESS FINANCIAL SOLUTIONS, LLC | FORTRESS INVESTMENT ADVISORS LLC | FORTRESS INVESTMENT ADVISORS | FORTRESS INSURANCE BROKERAGE
CRD#: 143969 / SEC#: 801-131567
RIA
Registered Investment Advisory firm - (12/2/2024 Approved)Arizona
Registered Investment Advisory firm - (12/3/2024 Terminated)California
Registered Investment Advisory firm - (1/2/2025 Terminated)Maryland
Registered Investment Advisory firm - (12/6/2024 Terminated)North Carolina
Registered Investment Advisory firm - (12/6/2024 Terminated)Texas
Registered Investment Advisory firm - (12/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4640 East Sunrise Drive Suite 211, Tucson, AZ 85718
Mailing Address
Phone number
(520) 751-8600
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 695 |
| AUM (Assets Under Management) | $ 130,161,738 |
Red Flags
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