James R. Campbell

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  J.P Morgan Securities Inc.
  San Francisco, CA
• 10/2010 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2007-03-26 → 2009-07-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ

Other Businesses

Entity Name: PNOC Foundation Pediatric Neuro-Oncology Consortium Foundation Investment related: No "Address: 1005 Northgate Drive #224 San Rafael, CA 94903 PNOCfoundation.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/31/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: PNOC is a consortium of leading hospitals and research institutions that spearheads the development of innovative treatments and clinical trials for pediatric brain cancer. The President and Secretary are clients and the organization is a client with a brokerage account to accept security donations. I have no discretion over any of the accounts. Board responsibilities are Resources, Fund Raising, Public Awareness, and Granting Funds. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2007-03-23

Other Names

• James Robert Campbell
• James R Campbell