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 registered with Geneos Wealth Management, Inc. Jason is a registered representative with the state of California. Jason has held multiple positions in the industry and has 10+ years of experience in providing financial planning and investment advice. Jason provides services to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/03/2024 - Present
Geneos Wealth Management, Inc. (San Gabriel CA)
CA
10/31/2022 - 06/08/2023
SAGEPOINT FINANCIAL, INC. (SAN GABRIEL CA)
CA
02/25/2013 - 11/01/2022
J.P. MORGAN SECURITIES LLC (NORTHRIDGE CA)
BOTH
Issued 05/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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