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Ronald John Campbell

J. W. Cole Advisors, Inc.

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About Ronald John Campbell

Ronald Campbell is a financial advisor with J.W. Cole Advisors, Inc. in Tampa, FL. Ronald is a Certified Financial Planner and has been in the financial services industry since 1983. Ronald has experience in financial planning, portfolio management, and consulting. Ronald's background includes working for several financial institutions, including USA Financial Securities Corporation, WRP Investments, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Mutual Service Corporation, Morgenthau & Associates, Inc., and Platinum Associates Ltd.

Firm Information

Ronald Campbell is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

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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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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hourly & fixed rate consulting

Hourly & fixed rate consulting

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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Ronald Campbell’s Registration & Firm History

MD

04/16/2019 - Present

J. W. Cole Advisors, Inc. (GLEN BURNIE MD)

MD

08/28/2008 - 01/25/2012

USA FINANCIAL SECURITIES CORPORATION (GLEN BURIE MD)

MD

01/09/2006 - 12/31/2007

USA FINANCIAL SECURITIES CORPORATION (GLEN BURIE MD)

OH

12/02/2005 - 01/26/2006

WRP INVESTMENTS, INC. (YOUNGSTOWN OH)

MD

10/31/2005 - 12/09/2005

AIG FINANCIAL ADVISORS, INC. (GLEN BURNIE MD)

AZ

08/23/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

07/26/1984 - 08/24/2004

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

04/23/1984 - 07/02/1984

MORGENTHAU & ASSOCIATES, INC.

NA

03/15/1983 - 03/26/1984

PLATINUM ASSOCIATES LTD.

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Licenses & Designations

BC

Issued 03/05/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2004

Series 24 - General Securities Principal Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

BC

Issued 03/11/1983

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Ronald John Campbell. Review regulatory record here.
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