Jacquelyn Campbell (CRD# 6364442) is an Investment Advisor Representative working at Jenkins Wealth in Spring Hill, FL and has 1 year of experience in the finance industry. Jacquelyn Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3229164
Commonwealth Financial Network
CRD# 5792629
Avantax Advisory Services
CRD# 1237620
Raymond James Financial Services Advisors, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Partnership Wealth, LLC | Marietta, GA | Jan 2024 - Current | < 1 |
| Campbell & Company Insurance Advisors, Inc. | Spring Hill, FL | Aug 2021 - Current | 2 |
| Market Guard Securities, Inc. | Spring Hill, FL | Sep 2020 - Current | 3 |
| Cwh Properties (formally Campbell Financial Solutions, Llc) | Spring Hill, FL | Dec 2010 - Current | 13 |
| Jabrose Investment Group | Spring Hill, FL | Jul 1997 - Current | 26 |
| Campbell & Co, Cpas, Pa; Dba Campbell & Co Wealth Adv & Cpas | Spring Hill, FL | Jan 1994 - Current | 30 |
| Retirement Wealth Advisors | Spring Hill, FL | Apr 2016 - Oct 2020 | 4 |
| Triumph Wealth Advisors | Spring Hill, FL | Dec 2014 - Apr 2016 | 1 |
- AL
- FL
- GA
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Total Assets Under Management313MILLIONS
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Total Number of Accounts1,615ACCOUNTS
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Average Account Value$193,983
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MN, MO, NC, NE, NY, OH, PA, SC, TN, TX, VA
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