Jacob Campbell is a registered investment advisor at Park Avenue Securities LLC, based in San Diego, CA, with 9 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
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Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
5280 Carroll Canyon Road, Suite 300, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob coaches high school rugby for Tri-City Thunder and Carlsbad Thunder, is a minority owner of Cheap Coffee Company, and is VP of External Operations for Tri-City Thunder Rugby Board. Jacob also owns Active Financial Strategies Inc., created for tax purposes, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations22 states
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