Jason Campbell, financial advisor San Diego CA
89 score

Jason Campbell

CRD Number: 6296420
Current Firm: Commonwealth Financial Network

Jason Campbell (CRD# 6296420) is an Investment Advisor Representative working at Commonwealth Financial Network in San Diego, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2014 - Current 2
Salt Creek Golf Club Chula Vista, CA May 2012 - Current 4
Keystone Capital Corporation San Diego, CA Jan 2014 - May 2014 < 1
Cutting Edge Sports Escondido, CA Aug 2010 - Jul 2012 1
Eastlake High School Chula Vista, CA Jul 2006 - Jun 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jason A. Campbell
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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