Jason Campbell (CRD# 4293531) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Parkersburg, WV and has over 23 years of experience in the finance industry. Jason 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# 6975137
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5623767
Lpl Financial LLC
CRD# 2945411
Sam Badgley 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.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2017 - Current | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2017 - Current | 7 |
| Pro Trust Advisors, Inc. | Parkersburg, WV | Sep 2012 - Current | 11 |
| Capital Guardian, LLC | Parkersburg, WV | Sep 2012 - Mar 2017 | 4 |
| Capital Guardian Wealth Management, LLC | Parkersburg, WV | Sep 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- WV
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
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- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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