JC
JC
Jonathan Campbell
32 Years of Experience
Jackson, TN
1 DisclosureBroker
Jonathan Campbell is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, TN, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1381 Union University Dr, Jackson, TN, 38305
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2010Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
March 2004 - February 2013 · 8 yrs 11 mos
Morgan Keegan & Company, INC.Broker
September 1993 - February 2013 · 19 yrs 5 mos
State Registrations31 states
ALARAZCACOFLGAIAILINKSKYLAMIMOMSMTNCNMNYOHOKORPASCSDTNTXVAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.