Jalen CampbellCRD Number: 7013303
Current Firm: Mcadam LLC
Jalen Campbell (CRD# 7013303) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|Mcadam||Philadelphia, PA||May 2018 - Current||4|
|Blue Knob All Seasons Resort||Claysburg, PA||Dec 2009 - Mar 2018||8|
|Always A Part Rentals||Altoona, PA||Aug 2011 - Sep 2017||6|
|Dicks Sporting Good||Altoona, PA||Jun 2015 - Nov 2016||1|
|Stowe Mountain Resort||Stowe, VT||Aug 2013 - Apr 2015||1|
|Gardner Denver Inc.||Altoona, PA||May 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management1,236MILLIONS
Total Number of Accounts6,645ACCOUNTS
Average Account Value$186,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.