AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JC

Jeffery A. Campbell

FRYAR FINANCIAL
Durham, NC 27707
Some features on this profile are disabled
CRD#: 7367039
JC

Professional summary

Jeffery A Campbell II, who also goes by Jeffery A Campbell, Jeffery Campbell II, Jeffery Campbell, is a registered financial advisor currently at FRYAR FINANCIAL located in Durham, North Carolina.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jeffery has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffery A Campbell | Jeffery Campbell Ii | Jeffery 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 Jeffery A Campbell II'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

March 2, 2025 - Present

FRYAR FINANCIAL

Office #1: 3511 Shannon Road Third Floor, Durham, NC 27707
RIA
CRD#: 315944
Durham, NC
Past

December 6, 2024 - February 18, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
HILLSBOROUGH, NC
Past

July 30, 2024 - February 18, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DURHAM, NC

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
North Carolina
(3/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/10/2024
Securities Industry Essentials Examination

Current Firm

FRYAR FINANCIAL
FRYAR FINANCIAL
FRYAR FINANCIAL | FRYAR FINANCIAL, LLC

CRD#: 315944 / SEC#:

Maryland
Registered Investment Advisory firm - (9/11/2025 Approved)
North Carolina
Registered Investment Advisory firm - (9/23/2021 Approved)
Texas
Registered Investment Advisory firm - (4/10/2022 Conditional Restricted)
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
3511 Shannon Road Third Floor, Durham, NC 27707
Mailing Address
Phone number
(919) 323-4494
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts93
AUM (Assets Under Management)$ 15,831,627

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.

Company Information

FRYAR FINANCIAL

FRYAR FINANCIAL

CRD#: 315944Durham, NC 27707

TRUST BUT VERIFY

Monitor Jeffery Campbell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Daniel Brian Conklin
Daniel ConklinAdvisorCheck Check Mark
HUNTER STREET INVESTMENT ADVISORS LLC
IAR
Apex, NC
Daniel Scott Braddock
Daniel BraddockAdvisorCheck Check Mark
ALMEGA WEALTH MANAGEMENT
IAR
Raliegh, NC
LH
Laird HepburnAdvisorCheck Check Mark
BSG ADVISERS
IAR
Apex, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.