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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Clinton Campbell is a financial advisor with Sageview Advisory Group, LLC. Jonathan Campbell has over 20 years of experience in the financial services industry. Jonathan Campbell has worked with clients in various states across the country. Jonathan Campbell has a wide range of experience in financial planning, portfolio management, and investment advisory services. Jonathan Campbell is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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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TN
04/19/2022 - Present
Sageview Advisory Group, LLC (Franklin TN)
CO
04/11/2016 - 07/31/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
TX
01/09/2013 - 04/04/2016
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
OK
12/16/2009 - 01/07/2013
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
TX
11/19/2003 - 12/16/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN ANTONIO TX)
IN
11/19/2003 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
05/18/2000 - 07/11/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
RI
11/25/1997 - 09/30/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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