Jaclyn Campis
Tomoro · Colts Neck, New Jersey
Jaclyn Campis is a fee-only financial advisor at Tomoro in Colts Neck, New Jersey, who holds the CFA credential. Jaclyn focuses on founders (pre-exit). Tomoro reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | Tomoro |
|---|---|
| Based in | Colts Neck, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $335.6M across 1,683 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ · CRD 6293569 |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.tomoronow.com |
How Jaclyn's firm compares
- Tomoro's average account is about $199,000, from its Form ADV (assets managed divided by 1,683 accounts).
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Questions about Jaclyn
Is Jaclyn Campis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaclyn holds no broker registration, and Tomoro reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaclyn charge for financial advice?
Jaclyn's firm, Tomoro, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jaclyn Campis based?
Jaclyn Campis is based in Colts Neck, New Jersey.
What does Jaclyn specialize in?
Jaclyn's specialties include founders (pre-exit). Jaclyn works with pre-retirees, founders and multi-generational families.
What credentials does Jaclyn Campis hold?
Jaclyn Campis holds the CFA credential.
Is Jaclyn Campis registered with the SEC?
Yes. Jaclyn Campis is registered as an investment adviser representative in NJ (CRD 6293569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tomoro manage?
Tomoro reports $335.6M across 1,683 accounts in assets under management.
How do I contact Jaclyn Campis?
Through Jaclyn's website, www.tomoronow.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tomoro website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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