Jeffery Allen Campos

Employer firm

Wheelhouse Advisory Group, LLC CRD 312806

$388M regulatory AUM 548 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2018-11-17
• S63 Uniform Securities Agent State Law Examination
  2017-08-17

Other Names

• Jeffery Campos