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John Christopher Campbell

Benefit Financial Services Group

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About John Christopher Campbell

John Christopher Campbell is an investment advisor representative with Benefit Financial Services Group. John has been in the financial services industry since 1991. John is registered with the state of Texas and holds the Series 6, Series 63 and Series 65 licenses. John previously worked for FINANCIAL NETWORK INVESTMENT CORPORATION and PRUCO SECURITIES CORPORATION.

Firm Information

John Campbell is currently registered with Benefit Financial Services Group. Benefit Financial Services Group (BFSG) is an independent wealth management firm located in Irvine, California. The firm provides comprehensive financial planning, investment management, and insurance solutions to individuals, families, businesses, and non-profit organizations. BFSG has over $1.1 billion in assets under management and serves a variety of client types, including high-net-worth individuals, charitable organizations, and pension plans. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
Benefit Financial Services Group

2040 MAIN STREET

IRVINE, CA 92614

$1.15B

Assets Under Management

77

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions, insurance solutions

Credit and cash management solutions, insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under consultation

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John Campbell’s Registration & Firm History

CA

10/06/2022 - Present

Benefit Financial Services Group (IRVINE CA)

CA

03/02/1993 - 12/31/2007

FINANCIAL NETWORK INVESTMENT CORPORATION (IRVINE CA)

NJ

06/24/1991 - 02/12/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/24/1991 - 02/12/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/04/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Christopher Campbell.
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