Jacob Campbell (CRD# 7173402) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Ontario, CA and has over 4 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mwa Financial Services Inc. | Rock Island, IL | Sep 2019 - Current | 4 |
| Modern Woodmen Of America | Rock Island, IL | Aug 2018 - Current | 5 |
| Unemployed | Placentia, CA | Jun 2018 - Jul 2018 | < 1 |
| California Baptist University | Riverside, CA | Aug 2017 - May 2018 | < 1 |
| Hdl | Diamond Bar, CA | Apr 2017 - Aug 2017 | < 1 |
| California Baptist University | Riverside, CA | Aug 2016 - May 2017 | < 1 |
| Cal State Auto Parts | Fullerton, CA | Apr 2016 - Aug 2016 | < 1 |
| Unemployed | Placentia, CA | Sep 2015 - Mar 2016 | < 1 |
| Chick-fil-a | Yorba Linda, CA | Dec 2014 - Aug 2015 | < 1 |
| El Dorado High School | Placentia, CA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- CA
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,432ACCOUNTS
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Average Account Value$150,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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