Johnathon Campion (CRD# 6809387) is an Investment Advisor Representative working at Canopy Wealth Management in Scottsdale, AZ and has over 5 years of experience in the finance industry. Johnathon Campion 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canopy Wealth Management | Scottsdale, AZ | Jun 2021 - Current | 2 |
| Canopy Wealth Management | Scottsdale, AZ | Jun 2021 - Current | 2 |
| Northwestern Mutual Investment Services LLC | Scottsdale, AZ | May 2017 - Jun 2021 | 4 |
| Student | Tempe, AZ | May 2011 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- AZ
- IL
- IN
- MN
- NE
- NY
- OH
- PA
- TX
- VA
-
Total Assets Under Management1,280MILLIONS
-
Total Number of Accounts3,843ACCOUNTS
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Average Account Value$333,098
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, IL, IN, MD, MI, MN, NE, NY, OH, PA, SC, TX, UT, VA, WI
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