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Jerome Christopher Campbell

Investment Adviser Representative at Charles Schwab & Co., Inc.

Westlake, TXCRD #7337354Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jerome Christopher Campbell is an investment adviser representative with Charles Schwab & Co., Inc. in Westlake, TX, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.

Office

3000 Schwab Way
Westlake, TX 76262

Advisors at this office: 743

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
51 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/15/2022
Series 7
General Securities Representative Examination
Passed 8/19/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/22/2022
SIE
Securities Industry Essentials Examination
Passed 9/4/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
11/15/2022 – Westlake, TX
Northwestern Mutual Investment Services, LLC
1/22/2022 – 4/28/2022Orlando, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Holiday Inn Vacations
    Feb 2013 – Jan 2021Kissimmee, FL
  2. Top Dog Roofing
    Nov 2018 – Jun 2022Kissimmee, FL
  3. Ashley Furniture Industries
    Jan 2017 – Aug 2017Orlando, FL
  4. Student
    Aug 2016 – May 2020Orlando, FL
  5. Northwestern Mutual Life Insurance Company
    Mar 2021 – Apr 2022Milwaukee, WI
  6. Northwestern Mutual Investment Services LLC
    Jun 2021 – Apr 2022Orlando, FL
  7. Charles Schwab & Co., Inc.
    Jun 2022 – no end date reportedWestlake, TX
  8. FIS Global
    May 2022 – Jun 2022Jacksonville, FL
  9. The Pool Mechanic
    Apr 2022 – May 2022Polk City, FL
  10. Charles Schwab Bank, SSB
    Jun 2023 – no end date reportedWestlake, TX

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Charles Schwab & Co., Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$500,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Westlake, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jerome Christopher Campbell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jerome Christopher Campbell (Charles Schwab & Co.)