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Our financial advice team

Jeremy Campbell, Private Wealth Advisor serving the Santa Fe, NM area - Ameriprise Advisors

Jeremy Campbell


Private Wealth Advisor

Chartered Retirement Planning Counselor™
Campbell & Associates
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies


  • CMFC™ Chartered Mutual Fund Counselor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • B.S., Presbyterian College - Business Administration

Awards & recognition

  • Ameriprise Circle of Success, 2005-2022
  • Ameriprise Circle of Success Diamond Ring, 2019

Previous experience

  • First Hawaiian Bank Investment Center, Investment Associate, 2000-2002
  • Bank of Hawaii Investment Services, Investment Consultant, 2002-2004

Community participation