Jade Campbell, financial advisor Lincoln IL
88 score

Jade Campbell

CRD Number: 6294255
Current Firm: Cuna Brokerage Services, Inc.

Jade Campbell (CRD# 6294255) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Lincoln, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Dec 2013 - Current 3
Citizens Equity First Credit Union Peoria, IL Mar 2011 - Current 5
Homemaker Bloomington, IL Feb 2009 - Mar 2011 2
Citizens Equity First Credit Union Peoria, IL Jul 2007 - Feb 2009 1
Homemaker Bloomington, IL Mar 2007 - Jul 2007 < 1
Freestar Bank Bloomington, IL Sep 2005 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jade M. Campbell
Phone Number: 319-352-4090
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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