Jade M Campbell

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2018 → 05/2019
  Country Capital Management Company
  Bloomington, IL
• 03/2011 → 02/2018
  Cefcu
  Peoria, IL
• 06/2019 → 02/2020
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 06/2019 → 02/2020
  Cuna Mutual Group
  Waverly, IA
• 02/2021 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 02/2021 → Present
  University Of Illinois Community Cu
  Champaign, IL
• 03/2020 → 02/2021
  Heartland Bank And Trust
  Farmer City, IL
• 05/2022 → 09/2024
  Lpl Financial Llc
  Champaign, IL
• 09/2024 → Present
  Ameriprise Financial Services, Llc
  Champaign, IL

Previous Registrations

• 2022-05-18 → 2024-10-14
  Lpl Financial Llc
  Normal, IL
  Bloomington, IL
  Champaign, IL
• 2021-03-22 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Champaign, IL
• 2019-06-12 → 2020-03-05
  Cuna Brokerage Services, Inc.
  Champaign, IL
• 2014-06-05 → 2018-02-19
  Cuna Brokerage Services, Inc.
  Bloomington, IL
  Springfield, IL
  Decatur, IL
  Springfield, IL
  Lincoln, IL
  Bloomington, IL

Other Businesses

Outside Employment; U of I Community Credit Union; I function both as a financial advisor and I also carry out employee training, compliance aspects for the team and marketing in conjunction with the credit union marketing team.; I am employed by a credit union and am connected to the financial advisory program; it is a dual program. I am a financial advisor but also the assistant manager for the investment services team.; 2201 S First St, , Champaign, IL, 61820; Investment-Related; 02/16/2021; 20 to 39 hours per month; 20 to 39 during trading hours. Other Business Activities; Family Traveling Tips; This will be a 1099 Independent Contractor position with a small travel agency based in Pekin, Illinois. I would not work directly with them but rather utilize their platform to book travel, primarily for Disney properties and Universal Studios.; 116 Ospry Way, , Le Roy, IL, 61752; Not Investment-Related; 02/20/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-03

Other Names

• Jade Minta Campbell
• Jade Breuning
• Jade Taylor
• Jade Campbell
• Jade Minta Breuning
• Jade M Breuning
• Jade Minta Taylor
• Jade M Taylor