Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Campbell is a financial advisor with over 23 years of experience in the financial services industry. Jason is currently registered with LPL Financial LLC in PARKERSBURG, WV. Jason previously worked at Cambridge Investment Research, Inc. and Capital Guardian, LLC. Jason holds the Series 6, 7, 63, and 66 securities licenses and the SIE exam. Jason also holds the Certified Financial Planner and Chartered Financial Consultant designations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WV
07/18/2024 - Present
LPL Financial LLC (PARKERSBURG WV)
WV
03/16/2017 - 07/17/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Parkersburg WV)
WV
09/07/2012 - 03/16/2017
CAPITAL GUARDIAN, LLC (parkersburg WV)
WV
11/02/2000 - 09/10/2012
WOODBURY FINANCIAL SERVICES, INC. (PARKERSBURG WV)
BOTH
Issued 02/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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