Jacqueline “JaQ” Campbell leads Alexander Legacy Private Wealth as President, CEO and Senior Wealth Advisor.
Jacqueline’s professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management.
Jacqueline also served as head of the diverse advisor engagement program for Chase Wealth Management. Her assignment included engaging senior leadership support for gender and ethnically diverse advisors, creating leadership forums, developing feedback channels between the field and management, and providing opportunities for mentoring advisors. She was also responsible for cross functional programmatic relief to ensure sourcing, hiring, development, growth and retention of diverse advisors.
Jaq’s passion for the community extends to her service on multiple boards and organizations that focus on driving impact around diversity and inclusion and financial independence. She has worked closely with organizations and business resource groups, such as Year Up, Financial Services Pipeline, LoveJoy Special Needs Center, amongst many other volunteer efforts targeting churches, sororities, and other community organizations.
Jaq holds her Bachelor’s Degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University.
She also holds her Series 4, 7, 24, 53, 63 & 65 securities registrations.
Jaq’s passion is being a “MIP” Mother, Innovator and Philanthropist.
As a mother to two beautiful children, Austin and Taylor Dion ‘TD’, she is constantly inspired by them to operate in her true calling and purpose. As an innovator, Jaq enjoys thinking outside the box and blazing new trails as a visionary and a problem solver. As a philanthropist, Jaq is a cheerful giver towards the causes that she is most passionate about. Her philosophy is that philanthropy, and having a ‘philanthropic mindset’ is the foundation to wealth.
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InvestmentNews Women to Watch: Awarded to Jacqueline Campbell (2018). The Investment News Women to Watch list is based on the following criteria: Demonstrated success and leadership in the financial advisory industry; Proven ability or power to effect change in the industry; An exhibited willingness to share her expertise with others in the field, including by serving as a mentor or role model to other female professionals in the industry and speaking at industry events; Has given back to her community through activities such as sitting on boards, volunteering and donating time to help investors. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks, LLC, or CWM, LLC.