Jason Campbell
Jason Campbell is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 21 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History (1)
Financial
October 2025Other Business Activities
Jason works as an independent security guard, dedicating minimal time to securing people and property. He is also a partner at Campbell-Smith Logistics, Inc., focusing on strategic planning for dispatching, which takes about a quarter of his time. Additionally, Jason is the President of the Charter School for Applied Technologies Parent Teacher Organization (CSAT PTO), spending a few hours per week overseeing the relationship between parents and teachers and supporting the school's mission.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
MML Investors Services, LLCBroker
Princor Financial Services CorporationBroker
First Allied Securities, INC.Broker
AXA Advisors, LLCBroker
State Registrations5 states
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.