Jeffrey Camps, financial advisor Portland OR

Jeffrey Camps

CRD Number: 709455
Current Firm: M Holdings Securities, Inc.

Jeffrey Camps (CRD# 709455) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 43 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
M Holdings Securities, Inc. Portland, OR May 2016 - Current 7
M Holdings Securities, Inc. Portland, OR May 2016 - Current 7
Tpg Consulting, LLC New York City, NY May 2016 - Current 7
Signator Investors, Inc. Boston, MA Mar 1979 - May 2016 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1980
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Jeffrey L. Camps
Phone Number: 800-656-6960
Registered State(s):
  • FL
  • ID
  • NY
By the Numbers
  • Total Assets Under Management
    3,932
    MILLIONS
  • Total Number of Accounts
    10,065
    ACCOUNTS
  • Average Account Value
    $390,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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