James Campbell has been Principal, Managing Member, Chief Investment Officer & Chief Compliance Officer of Campbell Asset Management since January 2003, is a control person of the firm and directly owns 75% or more of it. James Campbell holds a B.S. in Economics from the University of Tennessee.
Campbell Asset Management, LLC is a Chattanooga, TN firm with $146M under management, 171 clients and 3 advisers in one office, as of its August 2026 filing.
Jim Campbell is Principal and Chief Compliance Officer of Campbell Asset Management, based in Chattanooga. He has worked in the investment industry for more than 30 years. He began his investment career at A.G. Edwards before founding Campbell Asset Management, LLC in 2003.
- – present · 22 yearsChattanooga, TN · Adviser representative · Firm CRD 125052
Professional designations
Listed by Campbell Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
James Campbell is registered as an investment adviser representative in 5 states. The first approvals date from June 2004; the most recent is Texas, in April 2018.
- FloridaSince 30 June 2016
- GeorgiaSince 17 May 2013
- North CarolinaSince 8 April 2014
- TennesseeSince 21 June 2004
- TexasSince 4 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 24 May 1996 |
| Series 7 | General Securities Representative Examination | 20 May 1996 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Perry Campbell
- CRD
- 2732568
- Firm
- Campbell Asset Management · CRD 125052
- Role
- Principal, Managing Member, Chief Investment Officer & Chief Compliance Officer
- Office
- 301 FOREST AVENUE, Chattanooga, TN 37405-3922
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- campbellassetmanagement.com
Where does James Campbell work?
James Campbell has been Principal, Managing Member, Chief Investment Officer & Chief Compliance Officer of Campbell Asset Management, LLC since January 2003, and is a control person of the firm.
Is James Campbell a financial advisor?
Yes. James Campbell has a current investment-adviser registration in Florida, Georgia, North Carolina, Tennessee and Texas, through Campbell Asset Management since June 2004.
How many years of experience does James Campbell have?
James Campbell has 22 years in the financial industry, since June 2004, across 1 adviser firm.
What exams has James Campbell passed?
James Campbell has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 1996.
Where is James Campbell based?
James Campbell’s registered office is in Chattanooga, TN.
Is James Campbell registered with FINRA?
No. James Campbell has no current broker registration.
Is James Campbell a CFP?
Campbell Asset Management lists James Campbell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jim Campbell, CFP® biography, campbellassetmanagement.com
How can I verify James Campbell’s record?
Search CRD 2732568 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Campbell’s full registration record.