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Jerry Elden Brodie

THE CAMPBELL GROUP, LLC·PORTLAND, Oregon
THE CAMPBELL GROUP, LLC
ONE SW COLUMBIA STE 1700, PORTLAND, OR 97258CRD# 4377684Firm CRD# 111944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jerry Elden Brodie · PORTLAND, OR
Registration
CRD #4377684 · THE CAMPBELL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jerry Elden Brodie is a registered financial advisor based in PORTLAND, Oregon, affiliated with THE CAMPBELL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CAMPBELL GLOBAL, LLC
CAMPBELL GLOBAL
AUM
$5.3B
Regulatory assets under management
Employees
142
Total firm employees
View all advisors at CAMPBELL GLOBAL, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PLEASE SEE SCHEDULE D MISC FOR INFORMATION ON THIS POINT.
Regulatory
SEC/IARD CRD# 4377684
Firm CRD# 111944
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerry Elden Brodie offer?
Jerry Elden Brodie specializes in Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Jerry Elden Brodie's credentials?
Jerry Elden Brodie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Elden Brodie located?
Jerry Elden Brodie is based in PORTLAND, Oregon, working with THE CAMPBELL GROUP, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Jerry Elden Brodie charge for services?
Jerry Elden Brodie's firm is compensated through percentage of aum, performance-based fees, other: please see schedule d misc for information on this point.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CAMPBELL GROUP, LLC?
THE CAMPBELL GROUP, LLC has approximately 142 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE CAMPBELL GROUP, LLC

Mark Allen Simmons
PORTLAND, OR
David Christopher Rumker
PORTLAND, OR
John Slade Gilleland
PORTLAND, OR
Angela Marie Davis
PORTLAND, OR
Gary Lee Combs
PORTLAND, OR
Julie Ann Lawrence
PORTLAND, OR

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Research
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