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James Campbell

Investment adviser representative at Fortress Financial Solutions in Tucson, AZ

Investment adviser registrationUpdated

James Campbell is an investment adviser representative at Fortress Financial Solutions, LLC, an investment adviser managing $142M, and works from its Tucson, AZ office. James Campbell has been registered through Fortress Financial Solutions since 7 April 2025, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

James Campbell has been an investment adviser representative at Fortress Financial Solutions since April 2025, and is not listed among the firm’s executive officers or direct owners.

Fortress Financial Solutions, LLC is a Tucson, AZ firm with $142M under management, 279 clients and 8 advisers in one office, as of its April 2026 filing.

  1. – present · 1 year
    Tucson, AZ · Adviser representative · Firm CRD 143969
  2. – · 4 years
    Tucson, AZ · Adviser representative · Firm CRD 143969

Credentials and registrations

Investment adviser representative registrations

James Campbell is registered as an investment adviser representative in Arizona, since April 2025.

  • ArizonaSince 7 April 2025

Examinations

Series 6525 July 2020
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
James Michael Campbell
CRD
7294205
Office
Tucson, AZ
Registration
Investment adviser registration
In the industry since
December 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does James Campbell work?

James Campbell is an investment adviser representative registered through Fortress Financial Solutions, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is James Campbell a financial advisor?

Yes. James Campbell has a current investment-adviser registration in Arizona, through Fortress Financial Solutions since April 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does James Campbell have?

James Campbell has 5 years in the financial industry, since December 2020, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has James Campbell passed?

James Campbell passed the Series 65 in July 2020.

Source: IAPD individual record, checked 22 October 2026

Where is James Campbell based?

James Campbell’s registered office is in Tucson, AZ.

Source: IAPD individual record, checked 22 October 2026

Is James Campbell registered with FINRA?

No. James Campbell has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify James Campbell’s record?

Search CRD 7294205 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Campbell’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Fortress Financial Solutions

Sources

  1. IAPD individual record, CRD 7294205, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fortress Financial Solutions, LLC, filed 8 April 2026. Executive officers and direct owners; this person is not among them.