Jaymee Mcandrew
Professional Summary
Jaymee Mcandrew, who also goes by Jaymee Elizabeth Potter, is a registered financial advisor currently at CAMPBELL FINANCIAL SERVICES, LLC located in Baltimore, Maryland. Jaymee is registered as a RR (Registered Representative) and started their career in finance in 2022. Jaymee has worked at 1 firm and has passed the Series 28 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jaymee Elizabeth Potter
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
CAMPBELL FINANCIAL SERVICES, INC. | CAMPBELL FINANCIAL SERVICES, LLC
Contact Information
Main Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209Mailing Address
2850 Quarry Lake Drive, Ste. 100, Baltimore, MD 21209Phone Number
(410) 413-2600Established
Maryland since 03/18/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(7/5/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jul 2022About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jaymee Mcandrew's CRS (Customer Relationship Summary).
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