CC
Christopher J. Campbell
CJC WEALTH MANAGEMENT
Olney, MD
Some features on this profile are disabled
CRD#: 4604217
CC
Professional summary
Christopher John Campbell, who also goes by Chris John Campbell, is a registered financial advisor currently at CJC WEALTH MANAGEMENT located in Olney, Maryland.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Christopher has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris John Campbell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Recommend life insurance and annuities if appropriate for the client - a commission is received from the carrier not the client. Christopher John Campbell is a licensed insurance agent for CJ Campbell & Associates. CJCWM and CJ Campbell & Associates are under common control and ownership. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client's needs. Additionally, the offer and sale of insurance products by supervised persons of CJCWM are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. CJCWM addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. CJCWM periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client's risk profile and investment objectives rather than on the receipt of any commissions or other benefits. CJCWM will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by CJCWM's supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Start date 01/2010. 3470 Olney-Laytonsville Rd, #277, Olney, MD 20832 Christopher John Campbell is the Founder and CEO of Ace 3 Holdings, LLC. Ace 3 Holdings, LLC is an owner of CJC Wealth Management, LLC. Christopher John Campbell is the Founder and CEO of CJ Campbell and Associates, an insurance company. Christopher John Campbell spends 30 hours per week engaged in his other business activities. Christopher John Campbell is the Solicitor for Arthur Stein Financial; Investment-related: Yes; Currently paid by Arthur Stein Financial for previously referred clients. No longer referring new prospects to ASF.; 0 hours per month devoted to this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Campbell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 23, 2023 - Present
CJC WEALTH MANAGEMENT
RIA
CRD#: 325288
Olney, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(10/25/2023)
IAR
Florida(2/14/2024)
IAR
Georgia(3/6/2025)
IAR
Louisiana(2/27/2023)
IAR
Maryland(2/23/2023)
IAR
Ohio(7/6/2023)
IAR
Texas(4/19/2023)
IAR
Virginia(9/26/2023)
IAR
West Virginia(4/3/2025)
Current Firm
CW
CJC WEALTH MANAGEMENT
CJC WEALTH MANAGEMENT | CJC WEALTH MANAGEMENT LLC
CRD#: 325288 / SEC#:
District of Columbia
Registered Investment Advisory firm - (10/25/2023 Approved)Florida
Registered Investment Advisory firm - (2/14/2024 Approved)Georgia
Registered Investment Advisory firm - (3/6/2025 Approved)Louisiana
Registered Investment Advisory firm - (2/17/2023 Approved)Maryland
Registered Investment Advisory firm - (2/23/2023 Approved)Ohio
Registered Investment Advisory firm - (7/5/2023 Approved)Texas
Registered Investment Advisory firm - (4/19/2023 Approved)Virginia
Registered Investment Advisory firm - (9/26/2023 Approved)West Virginia
Registered Investment Advisory firm - (4/3/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Olney, MD
Mailing Address
3470 Olney-laytonsville Rd, #277, Olney, MD 20832
Phone number
(301) 761-3880
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 293 |
| AUM (Assets Under Management) | $ 47,259,733 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
