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Jeffery Allen Campos

Wheelhouse Advisory Group, LLC

St. Louis, MO

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Current Employers
Wheelhouse Advisory Group, Llc

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-07-19
MO RA APPROVED 2024-07-17
  • IL RA
    APPROVED
    Since 2024-07-19
  • MO RA
    APPROVED
    Since 2024-07-17

Branch Locations

12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Enterprise Holdings Saint Louis MO 09/2016 05/2017
Enterprise Rent-A-Car Arnold MO 05/2016 09/2016
Scottrade Inc. Des Peres MO 05/2017 08/2017
Scottrade Inc St. Louis MO 08/2017 02/2018
Td Ameritrade, Inc Clayton MO 02/2018 01/2022
Charles Schwab & Co., Inc. Clayton MO 01/2022 02/2024
Td Ameritrade Investment Management, Llc Clayton MO 11/2018 01/2022
Charles Schwab Bank, Ssb Clayton MO 07/2022 02/2024
Wheelhouse Advisory Group Llc St. Louis MO 07/2024 Present
Unemployed Herculaneum MO 03/2024 06/2024
  • 09/2016 → 05/2017
    Enterprise Holdings
    Saint Louis, MO
  • 05/2016 → 09/2016
    Enterprise Rent-A-Car
    Arnold, MO
  • 05/2017 → 08/2017
    Scottrade Inc.
    Des Peres, MO
  • 08/2017 → 02/2018
    Scottrade Inc
    St. Louis, MO
  • 02/2018 → 01/2022
    Td Ameritrade, Inc
    Clayton, MO
  • 01/2022 → 02/2024
    Charles Schwab & Co., Inc.
    Clayton, MO
  • 11/2018 → 01/2022
    Td Ameritrade Investment Management, Llc
    Clayton, MO
  • 07/2022 → 02/2024
    Charles Schwab Bank, Ssb
    Clayton, MO
  • 07/2024 → Present
    Wheelhouse Advisory Group Llc
    St. Louis, MO
  • 03/2024 → 06/2024
    Unemployed
    Herculaneum, MO
Previous Registrations
  • 2022-01-26 → 2024-02-16
    Charles Schwab & Co., Inc.
    St Louis, MO
    Clayton, MO
  • 2018-11-19 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    St Louis, MO
    St. Louis, MO
    Clayton, MO
  • 2018-11-19 → 2022-10-14
    Td Ameritrade, Inc.
    St Louis, MO
    St. Louis, MO
    St. Louis, MO
    St Louis, MO
    Clayton, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-17
S63 Uniform Securities Agent State Law Examination 2017-08-17
  • S66 Uniform Combined State Law Examination
    2018-11-17
  • S63 Uniform Securities Agent State Law Examination
    2017-08-17
Other Names
  • Jeffery Campos

View on SEC IAPD

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